IGLD vs ETH overlap
49 institutions report holding both IGLD and ETH.
IGLDETH
Pick 2 to 4 ETFs.
We don’t have holdings for ETH. 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.
49
institutions report holding both, of 358 holding any
IGLD53.0% of its 13F dollars, 33.6% of its 146 holders
ETH38.0% of its 13F dollars, 18.8% of its 261 holders
Largest institutions holding both
| Firm | IGLD | ETH |
|---|---|---|
| Morgan Stanley | $99K | $76.9M |
| LPL Financial LLC | $63.4M | $1.7M |
| Susquehanna International Group, LLP | $907K | $49.8M |
| Envestnet Asset Management Inc. | $28.3M | $1.0M |
| Kestra Advisory Services, LLC | $16.4M | $617K |
| Cetera Investment Advisers | $15.2M | $513K |
| Sloy Dahl & Holst, LLC | $605K | $13.0M |
| Commonwealth Equity Services, LLC | $12.8M | $556K |
| Cambridge Investment Research Advisors, Inc. | $8.8M | $1.6M |
| Osaic Holdings, Inc. | $9.0M | $25K |
| Integrated Wealth Concepts LLC | $4.8M | $53K |
| HighTower Advisors, LLC | $2.1M | $1.1M |
| Wealth Enhancement Advisory Services, LLC | $2.2M | $870K |
| Mariner, LLC | $606K | $1.7M |
| World Investment Advisors | $1.4M | $794K |
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, ETH institutional holders.
Frequently asked questions
Do institutions hold both IGLD and ETH?
49 Form 13F filers report positions in both, out of 358 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%.