IAUI vs EZBC overlap
19 institutions report holding both IAUI and EZBC.
IAUIEZBC
Pick 2 to 4 ETFs.
We don’t have holdings for EZBC. 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.
19
institutions report holding both, of 120 holding any
IAUI40.3% of its 13F dollars, 29.2% of its 65 holders
EZBC40.9% of its 13F dollars, 25.7% of its 74 holders
Largest institutions holding both
| Firm | IAUI | EZBC |
|---|---|---|
| LPL Financial LLC | $5.6M | $21.0M |
| Private Advisor Group, LLC | $11.8M | $327K |
| Jane Street Group, LLC | $258K | $6.1M |
| Cambridge Investment Research Advisors, Inc. | $2.1M | $738K |
| Farther Finance Advisors, LLC | $1.8M | $33K |
| Integrated Wealth Concepts LLC | $708K | $96K |
| Commonwealth Equity Services, LLC | $335K | $396K |
| Steward Partners Investment Advisory, LLC | $282K | $330K |
| Ashton Thomas Private Wealth, LLC | $2K | $476K |
| NewEdge Advisors, LLC | $422K | $27K |
| IFP Advisors, Inc | $5K | $258K |
| AdvisorNet Financial, Inc | $78K | $28K |
| Osaic Holdings, Inc. | $75K | $18K |
| Fifth Third Bancorp | $34K | $13K |
| Simplex Trading, LLC | $38K | $7K |
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: IAUI institutional holders, EZBC institutional holders.
Frequently asked questions
Do institutions hold both IAUI and EZBC?
19 Form 13F filers report positions in both, out of 120 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%.