VSLU vs SFTX overlap
3 institutions report holding both VSLU and SFTX.
VSLUSFTX
Pick 2 to 4 ETFs.
We don’t have holdings for SFTX. 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 66 holding any
VSLU1.5% of its 13F dollars, 5.3% of its 57 holders
SFTX16.4% of its 13F dollars, 25.0% of its 12 holders
Largest institutions holding both
| Firm | VSLU | SFTX |
|---|---|---|
| Envestnet Asset Management Inc. | $6.1M | $81.7M |
| Jane Street Group, LLC | $302K | $890K |
| UBS Group AG | $1.1M | $69K |
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: VSLU institutional holders, SFTX institutional holders.
Frequently asked questions
Do institutions hold both VSLU and SFTX?
3 Form 13F filers report positions in both, out of 66 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%.