WELD vs COM overlap
14 institutions report holding both WELD and COM.
WELDCOM
Pick 2 to 4 ETFs.
We don’t have holdings for WELD, COM. 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.
14
institutions report holding both, of 106 holding any
WELD26.2% of its 13F dollars, 28.6% of its 49 holders
COM20.0% of its 13F dollars, 19.7% of its 71 holders
Largest institutions holding both
| Firm | WELD | COM |
|---|---|---|
| LPL Financial LLC | $8.0M | $3.3M |
| Morgan Stanley | $9.2M | $874K |
| Cambridge Investment Research Advisors, Inc. | $1.1M | $6.0M |
| Royal Bank of Canada | $2.4M | $4.3M |
| Raymond James Financial Inc. | $4.9M | $380K |
| Commonwealth Equity Services, LLC | $389K | $2.9M |
| Envestnet Asset Management Inc. | $250K | $1.8M |
| Flow Traders U.S. LLC | $986K | $486K |
| Susquehanna International Group, LLP | $476K | $788K |
| Jane Street Group, LLC | $439K | $593K |
| Stratos Wealth Partners, LTD. | $379K | $309K |
| Farther Finance Advisors, LLC | $49K | $239K |
| Osaic Holdings, Inc. | $7K | $110K |
| Wells Fargo & Company | $377 | $1K |
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: WELD institutional holders, COM institutional holders.
Frequently asked questions
Do institutions hold both WELD and COM?
14 Form 13F filers report positions in both, out of 106 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%.