INDA vs CORO overlap
107 institutions report holding both INDA and CORO.
INDACORO
Pick 2 to 4 ETFs.
We don’t have holdings for CORO. 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.
107
institutions report holding both, of 840 holding any
INDA25.7% of its 13F dollars, 19.9% of its 538 holders
CORO67.6% of its 13F dollars, 26.2% of its 409 holders
Largest institutions holding both
| Firm | INDA | CORO |
|---|---|---|
| Envestnet Asset Management Inc. | $5.6M | $1.8B |
| BlackRock, Inc. | $907.5M | $55.1M |
| JPMorgan Chase & Co | $164.4M | $653.6M |
| Morgan Stanley | $354.0M | $199.4M |
| LPL Financial LLC | $32.7M | $471.6M |
| Bank of New York Mellon Corp | $72.4M | $102.1M |
| Park Avenue Securities LLC | $594K | $157.4M |
| Envestnet Portfolio Solutions, Inc. | $313K | $153.7M |
| OneDigital Investment Advisors LLC | $320K | $152.5M |
| MML Investors Services, LLC | $9.5M | $141.2M |
| Royal Bank of Canada | $83.0M | $32.1M |
| Cetera Investment Advisers | $4.8M | $107.9M |
| Sanctuary Advisors, LLC | $2.9M | $102.8M |
| Commonwealth Equity Services, LLC | $3.7M | $98.6M |
| Arax Advisory Partners | $872K | $96.4M |
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: INDA institutional holders, CORO institutional holders.
Frequently asked questions
Do institutions hold both INDA and CORO?
107 Form 13F filers report positions in both, out of 840 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%.