GCAL vs FIXT overlap
3 institutions report holding both GCAL and FIXT.
GCALFIXT
Pick 2 to 4 ETFs.
We don’t have holdings for FIXT. 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.
3
institutions report holding both, of 57 holding any
GCAL4.8% of its 13F dollars, 8.1% of its 37 holders
FIXT2.9% of its 13F dollars, 13.0% of its 23 holders
Largest institutions holding both
| Firm | GCAL | FIXT |
|---|---|---|
| LPL Financial LLC | $3.7M | $1.1M |
| Envestnet Asset Management Inc. | $1.1M | $3.0M |
| Royal Bank of Canada | $2.6M | $416K |
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: GCAL institutional holders, FIXT institutional holders.
Frequently asked questions
Do institutions hold both GCAL and FIXT?
3 Form 13F filers report positions in both, out of 57 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%.