FNGD vs DUG overlap
2 institutions report holding both FNGD and DUG.
FNGDDUG
Pick 2 to 4 ETFs.
We don’t have holdings for FNGD. 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.
2
institutions report holding both, of 19 holding any
FNGD21.6% of its 13F dollars, 22.2% of its 9 holders
DUG14.3% of its 13F dollars, 16.7% of its 12 holders
Largest institutions holding both
| Firm | FNGD | DUG |
|---|---|---|
| EverSource Wealth Advisors, LLC | $743K | $17K |
| Tower Research Capital LLC (TRC) | $21K | $504K |
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: FNGD institutional holders, DUG institutional holders.
Frequently asked questions
Do institutions hold both FNGD and DUG?
2 Form 13F filers report positions in both, out of 19 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%.