UTEN vs SLNZ overlap
5 institutions report holding both UTEN and SLNZ.
UTENSLNZ
Pick 2 to 4 ETFs.
We don’t have holdings for SLNZ. 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.
5
institutions report holding both, of 61 holding any
UTEN17.7% of its 13F dollars, 9.3% of its 54 holders
SLNZ1.8% of its 13F dollars, 41.7% of its 12 holders
Largest institutions holding both
| Firm | UTEN | SLNZ |
|---|---|---|
| Morgan Stanley | $20.2M | $3K |
| LPL Financial LLC | $8.3M | $358K |
| Commonwealth Equity Services, LLC | $4.7M | $416K |
| Osaic Holdings, Inc. | $26K | $2.8M |
| UBS Group AG | $2.1M | $16K |
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: UTEN institutional holders, SLNZ institutional holders.
Frequently asked questions
Do institutions hold both UTEN and SLNZ?
5 Form 13F filers report positions in both, out of 61 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%.