IGLD vs COMT overlap
40 institutions report holding both IGLD and COMT.
IGLDCOMT
Pick 2 to 4 ETFs.
We don’t have holdings for COMT. 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.
40
institutions report holding both, of 268 holding any
IGLD60.5% of its 13F dollars, 27.4% of its 146 holders
COMT12.5% of its 13F dollars, 24.7% of its 162 holders
Largest institutions holding both
| Firm | IGLD | COMT |
|---|---|---|
| LPL Financial LLC | $63.4M | $2.6M |
| Envestnet Asset Management Inc. | $28.3M | $2.5M |
| Truist Financial Corp. | $26.2M | $3.1M |
| Cetera Investment Advisers | $15.2M | $2.1M |
| Kestra Advisory Services, LLC | $16.4M | $312K |
| Commonwealth Equity Services, LLC | $12.8M | $378K |
| Morgan Stanley | $99K | $11.7M |
| Osaic Holdings, Inc. | $9.0M | $1.9M |
| Cambridge Investment Research Advisors, Inc. | $8.8M | $1.3M |
| Susquehanna International Group, LLP | $907K | $6.1M |
| UBS Group AG | $142K | $6.8M |
| Integrated Wealth Concepts LLC | $4.8M | $18K |
| Principal Securities, Inc. | $4.3M | $247K |
| NewEdge Advisors, LLC | $1.6M | $2.6M |
| HighTower Advisors, LLC | $2.1M | $378K |
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, COMT institutional holders.
Frequently asked questions
Do institutions hold both IGLD and COMT?
40 Form 13F filers report positions in both, out of 268 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%.