WEBS vs TPOR overlap
4 institutions report holding both WEBS and TPOR.
WEBSTPOR
Pick 2 to 4 ETFs.
We don’t have holdings for WEBS. 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.
4
institutions report holding both, of 9 holding any
WEBS49.2% of its 13F dollars, 57.1% of its 7 holders
TPOR99.5% of its 13F dollars, 66.7% of its 6 holders
Largest institutions holding both
| Firm | WEBS | TPOR |
|---|---|---|
| Susquehanna International Group, LLP | $392K | $1.9M |
| GTS Securities LLC | $1.1M | $1.1M |
| UBS Group AG | $3K | $85 |
| Morgan Stanley | $32 | $97 |
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: WEBS institutional holders, TPOR institutional holders.
Frequently asked questions
Do institutions hold both WEBS and TPOR?
4 Form 13F filers report positions in both, out of 9 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%.