ISTM vs AIEQ overlap
8 institutions report holding both ISTM and AIEQ.
ISTMAIEQ
Pick 2 to 4 ETFs.
We don’t have holdings for ISTM, AIEQ. 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.
8
institutions report holding both, of 47 holding any
ISTM49.6% of its 13F dollars, 40.0% of its 20 holders
AIEQ13.0% of its 13F dollars, 22.9% of its 35 holders
Largest institutions holding both
| Firm | ISTM | AIEQ |
|---|---|---|
| Assetmark, Inc. | $7.2M | $5K |
| Susquehanna International Group, LLP | $2.2M | $2.4M |
| Parallel Advisors, LLC | $88K | $69K |
| Osaic Holdings, Inc. | $18K | $71K |
| UBS Group AG | $3K | $36K |
| Royal Bank of Canada | $1K | $32K |
| Global Retirement Partners, LLC | $3K | $692 |
| Wells Fargo & Company | $1K | $1 |
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: ISTM institutional holders, AIEQ institutional holders.
Frequently asked questions
Do institutions hold both ISTM and AIEQ?
8 Form 13F filers report positions in both, out of 47 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%.