FLGB vs AVNM overlap
16 institutions report holding both FLGB and AVNM.
FLGBAVNM
Pick 2 to 4 ETFs.
We don’t have holdings for FLGB. 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.
16
institutions report holding both, of 141 holding any
FLGB14.2% of its 13F dollars, 15.8% of its 101 holders
AVNM7.4% of its 13F dollars, 28.6% of its 56 holders
Largest institutions holding both
| Firm | FLGB | AVNM |
|---|---|---|
| Osaic Holdings, Inc. | $31.4M | $5.7M |
| LPL Financial LLC | $11.1M | $18.5M |
| Envestnet Asset Management Inc. | $6.6M | $13.2M |
| Morgan Stanley | $11.4M | $9K |
| UBS Group AG | $10.0M | $32K |
| Assetmark, Inc. | $5.1M | $1K |
| Royal Bank of Canada | $2.0M | $1.0M |
| Farther Finance Advisors, LLC | $905K | $509K |
| Jane Street Group, LLC | $786K | $369K |
| AE Wealth Management LLC | $17K | $954K |
| Global Retirement Partners, LLC | $159K | $296K |
| Allworth Financial LP | $4K | $365K |
| Harbour Investments, Inc. | $116K | $16K |
| Fifth Third Bancorp | $24K | $14K |
| Blue Trust, Inc. | $5K | $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: FLGB institutional holders, AVNM institutional holders.
Frequently asked questions
Do institutions hold both FLGB and AVNM?
16 Form 13F filers report positions in both, out of 141 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%.