UST vs ONDL overlap
1 institutions report holding both UST and ONDL.
USTONDL
Pick 2 to 4 ETFs.
We don’t have holdings for ONDL. 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.
1
institutions report holding both, of 14 holding any
UST8.2% of its 13F dollars, 11.1% of its 9 holders
ONDL9.3% of its 13F dollars, 16.7% of its 6 holders
Largest institutions holding both
| Firm | UST | ONDL |
|---|---|---|
| StoneX Group Inc. | $202K | $232K |
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: UST institutional holders, ONDL institutional holders.
Frequently asked questions
Do institutions hold both UST and ONDL?
1 Form 13F filers report positions in both, out of 14 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%.