WTPI vs SNXX overlap
6 institutions report holding both WTPI and SNXX.
WTPISNXX
Pick 2 to 4 ETFs.
We don’t have holdings for SNXX. 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.
6
institutions report holding both, of 109 holding any
WTPI13.7% of its 13F dollars, 7.1% of its 85 holders
SNXX69.3% of its 13F dollars, 20.0% of its 30 holders
Largest institutions holding both
| Firm | WTPI | SNXX |
|---|---|---|
| Morgan Stanley | $28.0M | $155.1M |
| Jane Street Group, LLC | $882K | $26.1M |
| UBS Group AG | $2.4M | $21.2M |
| JPMorgan Chase & Co | $3.2M | $5.1M |
| Osaic Holdings, Inc. | $1.9M | $105K |
| Harbour Investments, Inc. | $734K | $33K |
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: WTPI institutional holders, SNXX institutional holders.
Frequently asked questions
Do institutions hold both WTPI and SNXX?
6 Form 13F filers report positions in both, out of 109 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%.