IHF vs HACK overlap
104 institutions report holding both IHF and HACK.
IHFHACK
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.
104
institutions report holding both, of 521 holding any
IHF70.4% of its 13F dollars, 47.7% of its 218 holders
HACK62.6% of its 13F dollars, 25.6% of its 407 holders
Largest institutions holding both
| Firm | IHF | HACK |
|---|---|---|
| LPL Financial LLC | $91.6M | $73.7M |
| JPMorgan Chase & Co | $148.7M | $693K |
| Sather Financial Group Inc | $59.2M | $587K |
| Morgan Stanley | $47.5M | $11.6M |
| Royal Bank of Canada | $26.8M | $22.3M |
| Bank of America Corp. | $23.6M | $20.5M |
| HighTower Advisors, LLC | $1.4M | $39.5M |
| Raymond James Financial Inc. | $7.9M | $32.1M |
| Envestnet Asset Management Inc. | $18.4M | $12.1M |
| Cetera Investment Advisers | $9.9M | $19.4M |
| UBS Group AG | $8.2M | $17.6M |
| Cambridge Investment Research Advisors, Inc. | $2.2M | $20.7M |
| Wealth Enhancement Advisory Services, LLC | $265K | $21.5M |
| Wells Fargo & Company | $20.6M | $316K |
| Stifel Financial Corp. | $6.8M | $10.0M |
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: IHF institutional holders, HACK institutional holders.
Frequently asked questions
Do institutions hold both IHF and HACK?
104 Form 13F filers report positions in both, out of 521 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%.