GOLY vs ETHW overlap
11 institutions report holding both GOLY and ETHW.
GOLYETHW
Pick 2 to 4 ETFs.
We don’t have holdings for ETHW. 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.
11
institutions report holding both, of 123 holding any
GOLY21.5% of its 13F dollars, 25.0% of its 44 holders
ETHW12.0% of its 13F dollars, 12.2% of its 90 holders
Largest institutions holding both
| Firm | GOLY | ETHW |
|---|---|---|
| Cambridge Investment Research Advisors, Inc. | $4.0M | $368K |
| Virtu Financial LLC | $586K | $2.9M |
| Steward Partners Investment Advisory, LLC | $768K | $547K |
| Susquehanna International Group, LLP | $1.1M | $143K |
| Envestnet Asset Management Inc. | $563K | $344K |
| Osaic Holdings, Inc. | $837K | $45K |
| Jane Street Group, LLC | $360K | $405K |
| Farther Finance Advisors, LLC | $44K | $21K |
| Geneos Wealth Management Inc. | $19K | $15K |
| Morgan Stanley | $5K | $11K |
| Silver Grove Financial Group, Inc. | $75 | $1K |
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: GOLY institutional holders, ETHW institutional holders.
Frequently asked questions
Do institutions hold both GOLY and ETHW?
11 Form 13F filers report positions in both, out of 123 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%.