IQDG vs FLGB overlap
40 institutions report holding both IQDG and FLGB.
IQDGFLGB
Pick 2 to 4 ETFs.
We don’t have holdings for FLGB. 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.
40
institutions report holding both, of 200 holding any
IQDG66.6% of its 13F dollars, 28.8% of its 139 holders
FLGB68.3% of its 13F dollars, 39.6% of its 101 holders
Largest institutions holding both
| Firm | IQDG | FLGB |
|---|---|---|
| Bank of America Corp. | $90.7M | $288.9M |
| Morgan Stanley | $70.0M | $11.4M |
| LPL Financial LLC | $39.3M | $11.1M |
| AlphaCore Capital LLC | $45.9M | $41K |
| Envestnet Asset Management Inc. | $34.9M | $6.6M |
| Osaic Holdings, Inc. | $636K | $31.4M |
| UBS Group AG | $18.1M | $10.0M |
| Cetera Investment Advisers | $25.2M | $223K |
| Corient Private Wealth LP | $5.7M | $1.2M |
| Royal Bank of Canada | $4.8M | $2.0M |
| Rockefeller Capital Management L.P. | $6.1M | $325K |
| EP Wealth Advisors, LLC | $104K | $6.1M |
| Raymond James Financial Inc. | $5.1M | $204K |
| Assetmark, Inc. | $9K | $5.1M |
| Susquehanna International Group, LLP | $4.1M | $967K |
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: IQDG institutional holders, FLGB institutional holders.
Frequently asked questions
Do institutions hold both IQDG and FLGB?
40 Form 13F filers report positions in both, out of 200 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%.