INCO vs FRGN overlap
2 institutions report holding both INCO and FRGN.
INCOFRGN
Pick 2 to 4 ETFs.
We don’t have holdings for FRGN. 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.
2
institutions report holding both, of 63 holding any
INCO3.7% of its 13F dollars, 3.4% of its 59 holders
FRGN9.6% of its 13F dollars, 33.3% of its 6 holders
Largest institutions holding both
| Firm | INCO | FRGN |
|---|---|---|
| Envestnet Asset Management Inc. | $476K | $7.4M |
| Jane Street Group, LLC | $3.6M | $3.2M |
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: INCO institutional holders, FRGN institutional holders.
Frequently asked questions
Do institutions hold both INCO and FRGN?
2 Form 13F filers report positions in both, out of 63 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%.