LQDB vs IGCB overlap
1 institutions report holding both LQDB and IGCB.
LQDBIGCB
Pick 2 to 4 ETFs.
We don’t have holdings for IGCB. 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.
1
institutions report holding both, of 19 holding any
LQDB0.0% of its 13F dollars, 6.7% of its 15 holders
IGCB1.3% of its 13F dollars, 20.0% of its 5 holders
Largest institutions holding both
| Firm | LQDB | IGCB |
|---|---|---|
| Osaic Holdings, Inc. | $10K | $518K |
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: LQDB institutional holders, IGCB institutional holders.
Frequently asked questions
Do institutions hold both LQDB and IGCB?
1 Form 13F filers report positions in both, out of 19 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%.