FGDL vs ETHE overlap
38 institutions report holding both FGDL and ETHE.
FGDLETHE
Pick 2 to 4 ETFs.
We don’t have holdings for FGDL, ETHE. 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.
38
institutions report holding both, of 315 holding any
FGDL56.3% of its 13F dollars, 38.8% of its 98 holders
ETHE17.2% of its 13F dollars, 14.9% of its 255 holders
Largest institutions holding both
| Firm | FGDL | ETHE |
|---|---|---|
| Envestnet Asset Management Inc. | $13.9M | $150K |
| LPL Financial LLC | $10.8M | $3.0M |
| Commonwealth Equity Services, LLC | $10.4M | $1.5M |
| Jane Street Group, LLC | $5.5M | $2.7M |
| Citadel Advisors LLC | $806K | $3.7M |
| Maridea Wealth Management LLC | $2.7M | $312K |
| Cambridge Investment Research Advisors, Inc. | $1.3M | $1.4M |
| JPMorgan Chase & Co | $2.4M | $13K |
| Cetera Investment Advisers | $1.6M | $787K |
| Osaic Holdings, Inc. | $1.6M | $222K |
| Federation des caisses Desjardins du Quebec | $1.8M | $4K |
| Raymond James Financial Inc. | $458K | $318K |
| Perigon Wealth Management, LLC | $431K | $221K |
| Brookstone Capital Management | $304K | $287K |
| Kestra Advisory Services, LLC | $250K | $324K |
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, ETHE institutional holders.
Frequently asked questions
Do institutions hold both FGDL and ETHE?
38 Form 13F filers report positions in both, out of 315 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%.