IVLU vs GGOV overlap
105 institutions report holding both IVLU and GGOV.
IVLUGGOV
Pick 2 to 4 ETFs.
We don’t have holdings for GGOV. 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.
105
institutions report holding both, of 536 holding any
IVLU58.3% of its 13F dollars, 27.8% of its 378 holders
GGOV87.1% of its 13F dollars, 39.9% of its 263 holders
Largest institutions holding both
| Firm | IVLU | GGOV |
|---|---|---|
| Envestnet Asset Management Inc. | $32.5M | $1.1B |
| Northwestern Mutual Wealth Management Co | $779.5M | $1K |
| LPL Financial LLC | $121.7M | $344.7M |
| JPMorgan Chase & Co | $201.2M | $120.2M |
| Morgan Stanley | $70.2M | $122.2M |
| Mercer Global Advisors Inc. | $144.1M | $1.9M |
| Envestnet Portfolio Solutions, Inc. | $753K | $113.7M |
| Park Avenue Securities LLC | $18.9M | $85.8M |
| Janney Montgomery Scott LLC | $33.5M | $67.9M |
| MML Investors Services, LLC | $19.0M | $74.4M |
| Cetera Investment Advisers | $19.6M | $72.1M |
| OneDigital Investment Advisors LLC | $14.4M | $60.6M |
| BlackRock, Inc. | $2.5M | $44.4M |
| Merit Financial Group, LLC | $608K | $42.5M |
| Cambridge Investment Research Advisors, Inc. | $15.4M | $21.8M |
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: IVLU institutional holders, GGOV institutional holders.
Frequently asked questions
Do institutions hold both IVLU and GGOV?
105 Form 13F filers report positions in both, out of 536 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%.