IHE vs HACK overlap
100 institutions report holding both IHE and HACK.
IHEHACK
Pick 2 to 4 ETFs.
We don’t have holdings for HACK. 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.
100
institutions report holding both, of 516 holding any
IHE41.6% of its 13F dollars, 47.9% of its 209 holders
HACK59.5% of its 13F dollars, 24.6% of its 407 holders
Largest institutions holding both
| Firm | IHE | HACK |
|---|---|---|
| Bank of America Corp. | $85.4M | $20.5M |
| LPL Financial LLC | $22.9M | $73.7M |
| Morgan Stanley | $45.3M | $11.6M |
| JPMorgan Chase & Co | $55.5M | $693K |
| HighTower Advisors, LLC | $948K | $39.5M |
| Raymond James Financial Inc. | $7.1M | $32.1M |
| Royal Bank of Canada | $13.4M | $22.3M |
| UBS Group AG | $10.9M | $17.6M |
| Wealth Enhancement Advisory Services, LLC | $669K | $21.5M |
| Cetera Investment Advisers | $1.9M | $19.4M |
| Cambridge Investment Research Advisors, Inc. | $666K | $20.7M |
| Osaic Holdings, Inc. | $958K | $14.2M |
| Commonwealth Equity Services, LLC | $2.6M | $11.3M |
| Envestnet Asset Management Inc. | $571K | $12.1M |
| MML Investors Services, LLC | $912K | $11.2M |
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: IHE institutional holders, HACK institutional holders.
Frequently asked questions
Do institutions hold both IHE and HACK?
100 Form 13F filers report positions in both, out of 516 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%.