YNOT vs MDST overlap
4 institutions report holding both YNOT and MDST.
YNOTMDST
Pick 2 to 4 ETFs.
We don’t have holdings for MDST. 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.
4
institutions report holding both, of 46 holding any
YNOT52.3% of its 13F dollars, 30.8% of its 13 holders
MDST25.5% of its 13F dollars, 10.8% of its 37 holders
Largest institutions holding both
| Firm | YNOT | MDST |
|---|---|---|
| Cambridge Investment Research Advisors, Inc. | $60.3M | $2.6M |
| LPL Financial LLC | $3.3M | $34.0M |
| Envestnet Asset Management Inc. | $11.3M | $275K |
| Osaic Holdings, Inc. | $2.8M | $1.3M |
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: YNOT institutional holders, MDST institutional holders.
Frequently asked questions
Do institutions hold both YNOT and MDST?
4 Form 13F filers report positions in both, out of 46 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%.