IAUI vs FETH overlap
18 institutions report holding both IAUI and FETH.
IAUIFETH
Pick 2 to 4 ETFs.
We don’t have holdings for FETH. 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.
18
institutions report holding both, of 167 holding any
IAUI15.0% of its 13F dollars, 27.7% of its 65 holders
FETH9.4% of its 13F dollars, 15.0% of its 120 holders
Largest institutions holding both
| Firm | IAUI | FETH |
|---|---|---|
| Cambridge Investment Research Advisors, Inc. | $2.1M | $646K |
| Farther Finance Advisors, LLC | $1.8M | $112K |
| AE Wealth Management LLC | $1.5M | $216K |
| Jane Street Group, LLC | $258K | $1.4M |
| MML Investors Services, LLC | $206K | $1.3M |
| Integrated Wealth Concepts LLC | $708K | $316K |
| Cresset Asset Management, LLC | $461K | $311K |
| Commonwealth Equity Services, LLC | $335K | $393K |
| Creative Planning | $386K | $215K |
| UBS Group AG | $114K | $483K |
| Kestra Advisory Services, LLC | $392K | $181K |
| Steward Partners Investment Advisory, LLC | $282K | $63K |
| IFP Advisors, Inc | $5K | $333K |
| Morgan Stanley | $59 | $228K |
| Parallel Advisors, LLC | $54K | $152K |
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, FETH institutional holders.
Frequently asked questions
Do institutions hold both IAUI and FETH?
18 Form 13F filers report positions in both, out of 167 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%.