ZMAY vs MARW overlap
19 institutions report holding both ZMAY and MARW.
ZMAYMARW
Pick 2 to 4 ETFs.
We don’t have holdings for ZMAY, MARW. 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.
19
institutions report holding both, of 98 holding any
ZMAY31.3% of its 13F dollars, 27.9% of its 68 holders
MARW65.9% of its 13F dollars, 38.8% of its 49 holders
Largest institutions holding both
| Firm | ZMAY | MARW |
|---|---|---|
| Commonwealth Equity Services, LLC | $1.7M | $8.4M |
| Osaic Holdings, Inc. | $1.6M | $6.9M |
| LPL Financial LLC | $255K | $6.7M |
| AE Wealth Management LLC | $6.6M | $101K |
| Kestra Advisory Services, LLC | $753K | $4.3M |
| Cetera Investment Advisers | $916K | $3.4M |
| Cambridge Investment Research Advisors, Inc. | $622K | $3.2M |
| Raymond James Financial Inc. | $1.2M | $2.2M |
| Susquehanna International Group, LLP | $695K | $1.9M |
| Harbour Investments, Inc. | $787K | $1.4M |
| Envestnet Asset Management Inc. | $1.1M | $1.0M |
| Concurrent Investment Advisors, LLC | $1.3M | $471K |
| Farther Finance Advisors, LLC | $687K | $1.1M |
| MML Investors Services, LLC | $529K | $865K |
| Cypress Wealth Services, LLC | $698K | $399K |
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, MARW institutional holders.
Frequently asked questions
Do institutions hold both ZMAY and MARW?
19 Form 13F filers report positions in both, out of 98 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%.