YMAG vs ASTX overlap
6 institutions report holding both YMAG and ASTX.
YMAGASTX
Pick 2 to 4 ETFs.
We don’t have holdings for ASTX. 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 49 holding any
YMAG11.1% of its 13F dollars, 18.2% of its 33 holders
ASTX12.7% of its 13F dollars, 27.3% of its 22 holders
Largest institutions holding both
| Firm | YMAG | ASTX |
|---|---|---|
| UBS Group AG | $856K | $1.0M |
| Jane Street Group, LLC | $846K | $781K |
| Citadel Advisors LLC | $735K | $662K |
| HRT Financial LP | $203K | $432K |
| Tower Research Capital LLC (TRC) | $6K | $107K |
| Farther Finance Advisors, LLC | $1K | $2K |
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: YMAG institutional holders, ASTX institutional holders.
Frequently asked questions
Do institutions hold both YMAG and ASTX?
6 Form 13F filers report positions in both, out of 49 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%.