URSP vs SNDU overlap
3 institutions report holding both URSP and SNDU.
URSPSNDU
Pick 2 to 4 ETFs.
We don’t have holdings for SNDU. Most funds that aren’t in the SEC’s N-PORT data are unit trusts, grantor trusts or very new funds. The institutions tab may still have them.
3
institutions report holding both, of 21 holding any
URSP5.4% of its 13F dollars, 42.9% of its 7 holders
SNDU18.5% of its 13F dollars, 17.6% of its 17 holders
Largest institutions holding both
| Firm | URSP | SNDU |
|---|---|---|
| Susquehanna International Group, LLP | $580K | $1.7M |
| UBS Group AG | $46K | $864K |
| HRT Financial LP | $249K | $516K |
This compares who owns the funds, not what the funds hold. From SEC Form 13F, for managers with $100M+ in US securities.
Who owns them: URSP institutional holders, SNDU institutional holders.
Frequently asked questions
Do institutions hold both URSP and SNDU?
3 Form 13F filers report positions in both, out of 21 that report either one.
How is overlap by weight worked out?
For each holding the two funds share, take the smaller of the two weights, then add those up. Identical portfolios score 100%.