ZHDG vs STNC overlap
2 institutions report holding both ZHDG and STNC.
ZHDGSTNC
Pick 2 to 4 ETFs.
We don’t have holdings for STNC. 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.
2
institutions report holding both, of 35 holding any
ZHDG0.7% of its 13F dollars, 12.5% of its 16 holders
STNC1.2% of its 13F dollars, 9.5% of its 21 holders
Largest institutions holding both
| Firm | ZHDG | STNC |
|---|---|---|
| GTS Securities LLC | $306K | $377K |
| Morgan Stanley | $31 | $130K |
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: ZHDG institutional holders, STNC institutional holders.
Frequently asked questions
Do institutions hold both ZHDG and STNC?
2 Form 13F filers report positions in both, out of 35 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%.