WRTH vs MDEV overlap
3 institutions report holding both WRTH and MDEV.
WRTHMDEV
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.
3
institutions report holding both, of 10 holding any
WRTH61.2% of its 13F dollars, 42.9% of its 7 holders
MDEV23.5% of its 13F dollars, 50.0% of its 6 holders
Largest institutions holding both
| Firm | WRTH | MDEV |
|---|---|---|
| Jane Street Group, LLC | $355K | $253K |
| Osaic Holdings, Inc. | $365K | $21K |
| UBS Group AG | $590 | $364 |
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, MDEV institutional holders.
Frequently asked questions
Do institutions hold both WRTH and MDEV?
3 Form 13F filers report positions in both, out of 10 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%.