IALT vs ACIO overlap
53 institutions report holding both IALT and ACIO.
IALTACIO
Pick 2 to 4 ETFs.
We don’t have holdings for IALT. 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.
53
institutions report holding both, of 478 holding any
IALT60.1% of its 13F dollars, 13.6% of its 389 holders
ACIO59.7% of its 13F dollars, 37.3% of its 142 holders
Largest institutions holding both
| Firm | IALT | ACIO |
|---|---|---|
| Envestnet Asset Management Inc. | $1.4B | $79.2M |
| Aptus Capital Advisors, LLC | $11K | $857.8M |
| LPL Financial LLC | $609.6M | $21.5M |
| Integrated Wealth Concepts LLC | $8.8M | $521.2M |
| JPMorgan Chase & Co | $300.1M | $236K |
| Morgan Stanley | $154.5M | $63 |
| MML Investors Services, LLC | $100.5M | $2.6M |
| Cetera Investment Advisers | $97.9M | $248K |
| Signal Advisors Wealth, LLC | $613K | $67.0M |
| NewEdge Advisors, LLC | $59.1M | $745K |
| First Heartland Consultants, Inc. | $964K | $53.4M |
| Advisory Services Network, LLC | $2.2M | $51.1M |
| Park Place Capital Corp | $9K | $49.6M |
| Commonwealth Equity Services, LLC | $34.0M | $209K |
| Wells Fargo & Company | $5K | $31.3M |
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: IALT institutional holders, ACIO institutional holders.
Frequently asked questions
Do institutions hold both IALT and ACIO?
53 Form 13F filers report positions in both, out of 478 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%.