FTRI vs CGV overlap
5 institutions report holding both FTRI and CGV.
FTRICGV
Pick 2 to 4 ETFs.
We don’t have holdings for CGV. 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.
5
institutions report holding both, of 84 holding any
FTRI32.5% of its 13F dollars, 6.9% of its 72 holders
CGV21.1% of its 13F dollars, 29.4% of its 17 holders
Largest institutions holding both
| Firm | FTRI | CGV |
|---|---|---|
| LPL Financial LLC | $17.1M | $2.4M |
| Cetera Investment Advisers | $3.4M | $9.5M |
| Envestnet Asset Management Inc. | $1.2M | $4.3M |
| Commonwealth Equity Services, LLC | $2.8M | $883K |
| Farther Finance Advisors, LLC | $2.1M | $51K |
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: FTRI institutional holders, CGV institutional holders.
Frequently asked questions
Do institutions hold both FTRI and CGV?
5 Form 13F filers report positions in both, out of 84 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%.