HODL vs GSG overlap
33 institutions report holding both HODL and GSG.
HODLGSG
Pick 2 to 4 ETFs.
We don’t have holdings for HODL, GSG. 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.
33
institutions report holding both, of 236 holding any
HODL6.0% of its 13F dollars, 25.8% of its 128 holders
GSG21.3% of its 13F dollars, 23.4% of its 141 holders
Largest institutions holding both
| Firm | HODL | GSG |
|---|---|---|
| Morgan Stanley | $3K | $32.1M |
| Bank of America Corp. | $705K | $22.3M |
| Assetmark, Inc. | $11.6M | $22K |
| Susquehanna International Group, LLP | $4.3M | $4.4M |
| Wells Fargo & Company | $12 | $7.5M |
| Northwestern Mutual Wealth Management Co | $6.2M | $991K |
| HighTower Advisors, LLC | $533K | $5.7M |
| Steward Partners Investment Advisory, LLC | $4.1M | $17K |
| Accordant Advisory Group Inc | $2K | $3.6M |
| Commonwealth Equity Services, LLC | $816K | $2.0M |
| Osaic Holdings, Inc. | $10K | $2.5M |
| Bank of New York Mellon Corp | $203K | $2.3M |
| UBS Group AG | $41K | $1.7M |
| Sanctuary Advisors, LLC | $1.1M | $605K |
| Royal Bank of Canada | $1K | $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: HODL institutional holders, GSG institutional holders.
Frequently asked questions
Do institutions hold both HODL and GSG?
33 Form 13F filers report positions in both, out of 236 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%.