ELD vs CGV overlap
2 institutions report holding both ELD and CGV.
ELDCGV
Pick 2 to 4 ETFs.
We don’t have holdings for CGV. 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 78 holding any
ELD5.5% of its 13F dollars, 3.2% of its 63 holders
CGV3.0% of its 13F dollars, 11.8% of its 17 holders
Largest institutions holding both
| Firm | ELD | CGV |
|---|---|---|
| LPL Financial LLC | $3.9M | $2.4M |
| UBS Group AG | $578K | $1K |
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: ELD institutional holders, CGV institutional holders.
Frequently asked questions
Do institutions hold both ELD and CGV?
2 Form 13F filers report positions in both, out of 78 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%.