IONL vs AVGG overlap
4 institutions report holding both IONL and AVGG.
IONLAVGG
Pick 2 to 4 ETFs.
We don’t have holdings for AVGG. 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.
4
institutions report holding both, of 12 holding any
IONL69.7% of its 13F dollars, 50.0% of its 8 holders
AVGG33.8% of its 13F dollars, 50.0% of its 8 holders
Largest institutions holding both
| Firm | IONL | AVGG |
|---|---|---|
| Jane Street Group, LLC | $778K | $556K |
| SBI Securities Co., Ltd. | $1.0M | $49K |
| Optiver Holding B.V. | $527K | $383K |
| Simplex Trading, LLC | $30K | $139K |
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: IONL institutional holders, AVGG institutional holders.
Frequently asked questions
Do institutions hold both IONL and AVGG?
4 Form 13F filers report positions in both, out of 12 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%.