GIGB vs BILZ overlap
25 institutions report holding both GIGB and BILZ.
GIGBBILZ
Pick 2 to 4 ETFs.
We don’t have holdings for BILZ. 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.
25
institutions report holding both, of 198 holding any
GIGB60.5% of its 13F dollars, 25.0% of its 100 holders
BILZ31.2% of its 13F dollars, 20.3% of its 123 holders
Largest institutions holding both
| Firm | GIGB | BILZ |
|---|---|---|
| Goldman Sachs Group Inc. | $283.9M | $23.2M |
| AE Wealth Management LLC | $46K | $141.2M |
| LPL Financial LLC | $99.9M | $32.2M |
| Envestnet Asset Management Inc. | $64.0M | $1.5M |
| Morgan Stanley | $30.6M | $5K |
| Parallel Advisors, LLC | $134K | $13.9M |
| Susquehanna International Group, LLP | $3.2M | $10.4M |
| Royal Bank of Canada | $34K | $11.4M |
| NewEdge Advisors, LLC | $1.9M | $3.8M |
| Integrated Wealth Concepts LLC | $875K | $3.2M |
| Raymond James Financial Inc. | $3.5M | $442K |
| Osaic Holdings, Inc. | $557K | $3.1M |
| Cambridge Investment Research Advisors, Inc. | $902K | $2.6M |
| JPMorgan Chase & Co | $3.1M | $5K |
| CoreCap Advisors, LLC | $2.4M | $31K |
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: GIGB institutional holders, BILZ institutional holders.
Frequently asked questions
Do institutions hold both GIGB and BILZ?
25 Form 13F filers report positions in both, out of 198 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%.