INCM vs IGOV overlap
35 institutions report holding both INCM and IGOV.
INCMIGOV
Pick 2 to 4 ETFs.
We don’t have holdings for INCM. 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.
35
institutions report holding both, of 231 holding any
INCM67.5% of its 13F dollars, 28.9% of its 121 holders
IGOV14.3% of its 13F dollars, 24.1% of its 145 holders
Largest institutions holding both
| Firm | INCM | IGOV |
|---|---|---|
| LPL Financial LLC | $181.6M | $7.3M |
| Wells Fargo & Company | $77.2M | $13.7M |
| Raymond James Financial Inc. | $73.1M | $14.0M |
| Royal Bank of Canada | $50.8M | $9.7M |
| Bank of America Corp. | $41.9M | $12.1M |
| Morgan Stanley | $45.4M | $5.7M |
| Cetera Investment Advisers | $20.9M | $2.6M |
| Osaic Holdings, Inc. | $18.4M | $1.0M |
| Wealth Enhancement Advisory Services, LLC | $18.2M | $1.2M |
| Jones Financial Companies LLLP | $8.9M | $8.2M |
| Harbour Investments, Inc. | $11.3M | $10K |
| Envestnet Asset Management Inc. | $3.2M | $7.2M |
| Commonwealth Equity Services, LLC | $8.2M | $1.1M |
| AE Wealth Management LLC | $138K | $6.7M |
| World Investment Advisors | $1.5M | $4.7M |
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: INCM institutional holders, IGOV institutional holders.
Frequently asked questions
Do institutions hold both INCM and IGOV?
35 Form 13F filers report positions in both, out of 231 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%.