INRO vs HGRO overlap
3 institutions report holding both INRO and HGRO.
INROHGRO
Pick 2 to 4 ETFs.
We don’t have holdings for INRO. 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.
3
institutions report holding both, of 38 holding any
INRO7.4% of its 13F dollars, 27.3% of its 11 holders
HGRO4.6% of its 13F dollars, 10.0% of its 30 holders
Largest institutions holding both
| Firm | INRO | HGRO |
|---|---|---|
| Envestnet Asset Management Inc. | $2.0M | $1.1M |
| Citadel Advisors LLC | $554K | $309K |
| JPMorgan Chase & Co | $6K | $95K |
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: INRO institutional holders, HGRO institutional holders.
Frequently asked questions
Do institutions hold both INRO and HGRO?
3 Form 13F filers report positions in both, out of 38 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%.