WRTH vs ITDB overlap
1 institutions report holding both WRTH and ITDB.
WRTHITDB
Pick 2 to 4 ETFs.
We don’t have holdings for WRTH. 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.
1
institutions report holding both, of 12 holding any
WRTH31.0% of its 13F dollars, 14.3% of its 7 holders
ITDB0.7% of its 13F dollars, 16.7% of its 6 holders
Largest institutions holding both
| Firm | WRTH | ITDB |
|---|---|---|
| Osaic Holdings, Inc. | $365K | $8K |
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: WRTH institutional holders, ITDB institutional holders.
Frequently asked questions
Do institutions hold both WRTH and ITDB?
1 Form 13F filers report positions in both, out of 12 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%.