IFLR vs EALT overlap
8 institutions report holding both IFLR and EALT.
IFLREALT
Pick 2 to 4 ETFs.
We don’t have holdings for IFLR, EALT. 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.
8
institutions report holding both, of 82 holding any
IFLR33.8% of its 13F dollars, 25.0% of its 32 holders
EALT14.4% of its 13F dollars, 13.8% of its 58 holders
Largest institutions holding both
| Firm | IFLR | EALT |
|---|---|---|
| Envestnet Asset Management Inc. | $18.1M | $3.1M |
| Commonwealth Equity Services, LLC | $4.4M | $4.9M |
| Concurrent Investment Advisors, LLC | $3.3M | $807K |
| Farther Finance Advisors, LLC | $1.2M | $2.7M |
| IHT Wealth Management, LLC | $2.0M | $846K |
| Jane Street Group, LLC | $1.7M | $335K |
| Ashton Thomas Private Wealth, LLC | $2K | $205K |
| Capital Investment Advisory Services, LLC | $72K | $21K |
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: IFLR institutional holders, EALT institutional holders.
Frequently asked questions
Do institutions hold both IFLR and EALT?
8 Form 13F filers report positions in both, out of 82 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%.