GBUG vs FDIG overlap
8 institutions report holding both GBUG and FDIG.
GBUGFDIG
Pick 2 to 4 ETFs.
We don’t have holdings for GBUG. 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.
8
institutions report holding both, of 75 holding any
GBUG21.2% of its 13F dollars, 23.5% of its 34 holders
FDIG42.4% of its 13F dollars, 16.3% of its 49 holders
Largest institutions holding both
| Firm | GBUG | FDIG |
|---|---|---|
| Jane Street Group, LLC | $1.7M | $3.8M |
| Commonwealth Equity Services, LLC | $2.5M | $1.7M |
| Bank of America Corp. | $459K | $3.0M |
| Citadel Advisors LLC | $280K | $2.5M |
| Arax Advisory Partners | $4K | $252K |
| UBS Group AG | $105K | $8K |
| Harbour Investments, Inc. | $50K | $1K |
| Farther Finance Advisors, LLC | $1K | $22K |
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: GBUG institutional holders, FDIG institutional holders.
Frequently asked questions
Do institutions hold both GBUG and FDIG?
8 Form 13F filers report positions in both, out of 75 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%.