GISC vs AFGR overlap
1 institutions report holding both GISC and AFGR.
GISCAFGR
Pick 2 to 4 ETFs.
We don’t have holdings for GISC. 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.
1
institutions report holding both, of 38 holding any
GISC1.1% of its 13F dollars, 33.3% of its 3 holders
AFGR5.2% of its 13F dollars, 2.8% of its 36 holders
Largest institutions holding both
| Firm | GISC | AFGR |
|---|---|---|
| Goldman Sachs Group Inc. | $658K | $3.2M |
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: GISC institutional holders, AFGR institutional holders.
Frequently asked questions
Do institutions hold both GISC and AFGR?
1 Form 13F filers report positions in both, out of 38 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%.