FLGB vs EMEQ overlap
18 institutions report holding both FLGB and EMEQ.
FLGBEMEQ
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.
18
institutions report holding both, of 134 holding any
FLGB62.4% of its 13F dollars, 17.8% of its 101 holders
EMEQ56.4% of its 13F dollars, 35.3% of its 51 holders
Largest institutions holding both
| Firm | FLGB | EMEQ |
|---|---|---|
| Bank of America Corp. | $288.9M | $83.5M |
| LPL Financial LLC | $11.1M | $153.7M |
| Envestnet Asset Management Inc. | $6.6M | $34.6M |
| Osaic Holdings, Inc. | $31.4M | $6.3M |
| Royal Bank of Canada | $2.0M | $11.7M |
| Cambridge Investment Research Advisors, Inc. | $461K | $8.5M |
| Jane Street Group, LLC | $786K | $7.8M |
| Assetmark, Inc. | $5.1M | $1K |
| Citadel Advisors LLC | $1.8M | $3.2M |
| Susquehanna International Group, LLP | $967K | $3.2M |
| Sanctuary Advisors, LLC | $230K | $3.9M |
| Farther Finance Advisors, LLC | $905K | $138K |
| Global Retirement Partners, LLC | $159K | $581K |
| Private Trust Co NA | $24K | $409K |
| Triumph Capital Management | $115K | $67K |
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, EMEQ institutional holders.
Frequently asked questions
Do institutions hold both FLGB and EMEQ?
18 Form 13F filers report positions in both, out of 134 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%.