GEQ vs FLBR overlap
3 institutions report holding both GEQ and FLBR.
GEQFLBR
Pick 2 to 4 ETFs.
We don’t have holdings for GEQ. 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 81 holding any
GEQ4.0% of its 13F dollars, 9.7% of its 31 holders
FLBR1.4% of its 13F dollars, 5.7% of its 53 holders
Largest institutions holding both
| Firm | GEQ | FLBR |
|---|---|---|
| HighTower Advisors, LLC | $2.0M | $270K |
| Citadel Advisors LLC | $1.4M | $718K |
| Jane Street Group, LLC | $483K | $407K |
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: GEQ institutional holders, FLBR institutional holders.
Frequently asked questions
Do institutions hold both GEQ and FLBR?
3 Form 13F filers report positions in both, out of 81 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%.