FGDL vs BITW overlap
24 institutions report holding both FGDL and BITW.
FGDLBITW
Pick 2 to 4 ETFs.
We don’t have holdings for FGDL, BITW. 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.
24
institutions report holding both, of 196 holding any
FGDL37.5% of its 13F dollars, 24.5% of its 98 holders
BITW34.0% of its 13F dollars, 19.7% of its 122 holders
Largest institutions holding both
| Firm | FGDL | BITW |
|---|---|---|
| LPL Financial LLC | $10.8M | $19.8M |
| Jane Street Group, LLC | $5.5M | $7.2M |
| Commonwealth Equity Services, LLC | $10.4M | $449K |
| Cetera Investment Advisers | $1.6M | $5.1M |
| Flow Traders U.S. LLC | $2.0M | $1.1M |
| Cambridge Investment Research Advisors, Inc. | $1.3M | $1.3M |
| JPMorgan Chase & Co | $2.4M | $34K |
| Osaic Holdings, Inc. | $1.6M | $110K |
| Perigon Wealth Management, LLC | $431K | $583K |
| Integrated Wealth Concepts LLC | $169K | $751K |
| Kestra Advisory Services, LLC | $250K | $515K |
| Global Retirement Partners, LLC | $160 | $575K |
| Great Valley Advisor Group, Inc. | $230K | $276K |
| Steward Partners Investment Advisory, LLC | $139K | $214K |
| Farther Finance Advisors, LLC | $140K | $124K |
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: FGDL institutional holders, BITW institutional holders.
Frequently asked questions
Do institutions hold both FGDL and BITW?
24 Form 13F filers report positions in both, out of 196 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%.