ZSL vs ULTY overlap
5 institutions report holding both ZSL and ULTY.
ZSLULTY
Pick 2 to 4 ETFs.
We don’t have holdings for ZSL. 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.
5
institutions report holding both, of 41 holding any
ZSL61.2% of its 13F dollars, 35.7% of its 14 holders
ULTY11.6% of its 13F dollars, 15.6% of its 32 holders
Largest institutions holding both
| Firm | ZSL | ULTY |
|---|---|---|
| Susquehanna International Group, LLP | $12.5M | $1.4M |
| Jane Street Group, LLC | $2.6M | $1.5M |
| Quadrature Capital Ltd | $2.3M | $292K |
| Simplex Trading, LLC | $489K | $159K |
| Morgan Stanley | $583K | $9K |
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: ZSL institutional holders, ULTY institutional holders.
Frequently asked questions
Do institutions hold both ZSL and ULTY?
5 Form 13F filers report positions in both, out of 41 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%.