FIXT vs FIGB overlap
9 institutions report holding both FIXT and FIGB.
FIXTFIGB
Pick 2 to 4 ETFs.
We don’t have holdings for FIXT. 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.
9
institutions report holding both, of 78 holding any
FIXT61.9% of its 13F dollars, 39.1% of its 23 holders
FIGB20.3% of its 13F dollars, 14.1% of its 64 holders
Largest institutions holding both
| Firm | FIXT | FIGB |
|---|---|---|
| Morgan Stanley | $86.5M | $2K |
| Osaic Holdings, Inc. | $3.5M | $15.3M |
| Raymond James Financial Inc. | $1.5M | $7.8M |
| Envestnet Asset Management Inc. | $3.0M | $3.1M |
| Cambridge Investment Research Advisors, Inc. | $882K | $1.6M |
| Jones Financial Companies LLLP | $20K | $2.2M |
| LPL Financial LLC | $1.1M | $408K |
| IFP Advisors, Inc | $15K | $1.5M |
| Royal Bank of Canada | $416K | $370K |
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: FIXT institutional holders, FIGB institutional holders.
Frequently asked questions
Do institutions hold both FIXT and FIGB?
9 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%.