GDE vs ETHB overlap
6 institutions report holding both GDE and ETHB.
GDEETHB
Pick 2 to 4 ETFs.
We don’t have holdings for ETHB. 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.
6
institutions report holding both, of 95 holding any
GDE3.8% of its 13F dollars, 8.3% of its 72 holders
ETHB2.3% of its 13F dollars, 20.7% of its 29 holders
Largest institutions holding both
| Firm | GDE | ETHB |
|---|---|---|
| Susquehanna International Group, LLP | $3.5M | $4.7M |
| Great Valley Advisor Group, Inc. | $3.2M | $368K |
| Morgan Stanley | $2.2M | $20K |
| Simplex Trading, LLC | $24K | $609 |
| Allworth Financial LP | $18K | $873 |
| Northwestern Mutual Wealth Management Co | $6K | $406 |
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: GDE institutional holders, ETHB institutional holders.
Frequently asked questions
Do institutions hold both GDE and ETHB?
6 Form 13F filers report positions in both, out of 95 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%.