IGLD vs BRRR overlap
6 institutions report holding both IGLD and BRRR.
IGLDBRRR
Pick 2 to 4 ETFs.
We don’t have holdings for BRRR. 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.
6
institutions report holding both, of 157 holding any
IGLD3.5% of its 13F dollars, 4.1% of its 146 holders
BRRR1.5% of its 13F dollars, 35.3% of its 17 holders
Largest institutions holding both
| Firm | IGLD | BRRR |
|---|---|---|
| Cambridge Investment Research Advisors, Inc. | $8.8M | $738K |
| Susquehanna International Group, LLP | $907K | $4.0M |
| Ameritas Advisory Services, LLC | $1.8M | $5K |
| CoreCap Advisors, LLC | $4K | $4K |
| Royal Bank of Canada | $2K | $0 |
| Wells Fargo & Company | $6 | $24 |
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: IGLD institutional holders, BRRR institutional holders.
Frequently asked questions
Do institutions hold both IGLD and BRRR?
6 Form 13F filers report positions in both, out of 157 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%.