FETH vs EZBC overlap
19 institutions report holding both FETH and EZBC.
FETHEZBC
Pick 2 to 4 ETFs.
We don’t have holdings for FETH, EZBC. 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 175 holding any
FETH16.7% of its 13F dollars, 15.8% of its 120 holders
EZBC30.6% of its 13F dollars, 25.7% of its 74 holders
Largest institutions holding both
| Firm | FETH | EZBC |
|---|---|---|
| Cetera Investment Advisers | $3.1M | $5.6M |
| Jane Street Group, LLC | $1.4M | $6.1M |
| Meitav Investment House Ltd. | $668K | $3.7M |
| Sanctuary Advisors, LLC | $893K | $2.9M |
| Envestnet Asset Management Inc. | $2.6M | $493K |
| Cambridge Investment Research Advisors, Inc. | $646K | $738K |
| Global Retirement Partners, LLC | $36K | $870K |
| HighTower Advisors, LLC | $458K | $393K |
| Commonwealth Equity Services, LLC | $393K | $396K |
| IFP Advisors, Inc | $333K | $258K |
| Captrust Financial Advisors | $212K | $360K |
| Integrated Wealth Concepts LLC | $316K | $96K |
| Steward Partners Investment Advisory, LLC | $63K | $330K |
| Farther Finance Advisors, LLC | $112K | $33K |
| Osaic Holdings, Inc. | $49K | $18K |
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: FETH institutional holders, EZBC institutional holders.
Frequently asked questions
Do institutions hold both FETH and EZBC?
19 Form 13F filers report positions in both, out of 175 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%.