ONLN vs AIEQ overlap
11 institutions report holding both ONLN and AIEQ.
ONLNAIEQ
Pick 2 to 4 ETFs.
We don’t have holdings for 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.
11
institutions report holding both, of 57 holding any
ONLN46.1% of its 13F dollars, 33.3% of its 33 holders
AIEQ64.3% of its 13F dollars, 31.4% of its 35 holders
Largest institutions holding both
| Firm | ONLN | AIEQ |
|---|---|---|
| LPL Financial LLC | $1.1M | $9.9M |
| Susquehanna International Group, LLP | $2.5M | $2.4M |
| UBS Group AG | $3.8M | $36K |
| Cetera Investment Advisers | $779K | $354K |
| Morgan Stanley | $746K | $66K |
| Wells Fargo & Company | $350K | $1 |
| Farther Finance Advisors, LLC | $181K | $25K |
| Osaic Holdings, Inc. | $103K | $71K |
| FMR LLC | $64K | $57K |
| Royal Bank of Canada | $30K | $32K |
| Steward Partners Investment Advisory, LLC | $4K | $7K |
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: ONLN institutional holders, AIEQ institutional holders.
Frequently asked questions
Do institutions hold both ONLN and AIEQ?
11 Form 13F filers report positions in both, out of 57 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%.