WOMN vs NTRL overlap
9 institutions report holding both WOMN and NTRL.
WOMNNTRL
Pick 2 to 4 ETFs.
We don’t have holdings for NTRL. 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.
9
institutions report holding both, of 59 holding any
WOMN7.0% of its 13F dollars, 23.7% of its 38 holders
NTRL23.2% of its 13F dollars, 30.0% of its 30 holders
Largest institutions holding both
| Firm | WOMN | NTRL |
|---|---|---|
| LPL Financial LLC | $440K | $2.6M |
| Cetera Investment Advisers | $240K | $213K |
| Osaic Holdings, Inc. | $23K | $135K |
| Arax Advisory Partners | $132K | $10K |
| Cassaday & Co Wealth Management LLC | $11K | $78K |
| Harbour Investments, Inc. | $4K | $62K |
| Farther Finance Advisors, LLC | $49K | $1K |
| Morgan Stanley | $48K | $2K |
| JPMorgan Chase & Co | $5K | $103 |
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: WOMN institutional holders, NTRL institutional holders.
Frequently asked questions
Do institutions hold both WOMN and NTRL?
9 Form 13F filers report positions in both, out of 59 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%.