HEQT vs GFEB overlap
30 institutions report holding both HEQT and GFEB.
HEQTGFEB
Pick 2 to 4 ETFs.
We don’t have holdings for GFEB. 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.
30
institutions report holding both, of 174 holding any
HEQT35.4% of its 13F dollars, 34.5% of its 87 holders
GFEB34.5% of its 13F dollars, 25.6% of its 117 holders
Largest institutions holding both
| Firm | HEQT | GFEB |
|---|---|---|
| LPL Financial LLC | $15.2M | $7.7M |
| HighTower Advisors, LLC | $6.2M | $11.1M |
| Cetera Investment Advisers | $795K | $13.0M |
| Osaic Holdings, Inc. | $2.6M | $10.9M |
| Envestnet Asset Management Inc. | $5.1M | $3.4M |
| OneDigital Investment Advisors LLC | $6.5M | $348K |
| Susquehanna International Group, LLP | $4.4M | $1.5M |
| Atria Investments, Inc | $592K | $5.2M |
| MML Investors Services, LLC | $4.3M | $873K |
| Cambridge Investment Research Advisors, Inc. | $2.1M | $2.6M |
| Ameritas Advisory Services, LLC | $3.8M | $597K |
| Steward Partners Investment Advisory, LLC | $2.9M | $1.3M |
| UBS Group AG | $3.6M | $44 |
| Old Mission Capital LLC | $2.4M | $1.1M |
| CreativeOne Wealth, LLC | $1.6M | $1.7M |
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: HEQT institutional holders, GFEB institutional holders.
Frequently asked questions
Do institutions hold both HEQT and GFEB?
30 Form 13F filers report positions in both, out of 174 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%.