ZMAY vs MARM overlap
23 institutions report holding both ZMAY and MARM.
ZMAYMARM
Pick 2 to 4 ETFs.
We don’t have holdings for ZMAY, MARM. 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.
23
institutions report holding both, of 120 holding any
ZMAY31.1% of its 13F dollars, 33.8% of its 68 holders
MARM47.0% of its 13F dollars, 30.7% of its 75 holders
Largest institutions holding both
| Firm | ZMAY | MARM |
|---|---|---|
| Commonwealth Equity Services, LLC | $1.7M | $6.6M |
| AE Wealth Management LLC | $6.6M | $547K |
| Brookstone Capital Management | $623K | $4.2M |
| Cetera Investment Advisers | $916K | $2.6M |
| Osaic Holdings, Inc. | $1.6M | $1.5M |
| Kestra Advisory Services, LLC | $753K | $2.4M |
| Kingswood Wealth Advisors, LLC | $957K | $1.5M |
| NewEdge Advisors, LLC | $522K | $1.9M |
| Truist Financial Corp. | $1.0M | $1.3M |
| Susquehanna International Group, LLP | $695K | $1.3M |
| LPL Financial LLC | $255K | $1.4M |
| Harbour Investments, Inc. | $787K | $759K |
| Main Street Financial Solutions, LLC | $279K | $1.2M |
| Mutual Advisors, LLC | $347K | $1.1M |
| Envestnet Asset Management Inc. | $1.1M | $259K |
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: ZMAY institutional holders, MARM institutional holders.
Frequently asked questions
Do institutions hold both ZMAY and MARM?
23 Form 13F filers report positions in both, out of 120 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%.