PHEQ vs GOCT overlap
7 institutions report holding both PHEQ and GOCT.
PHEQGOCT
Pick 2 to 4 ETFs.
We don’t have holdings for GOCT. 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.
7
institutions report holding both, of 116 holding any
PHEQ94.6% of its 13F dollars, 43.8% of its 16 holders
GOCT10.3% of its 13F dollars, 6.5% of its 107 holders
Largest institutions holding both
| Firm | PHEQ | GOCT |
|---|---|---|
| Morgan Stanley | $98.6M | $60K |
| LPL Financial LLC | $10.7M | $2.5M |
| Osaic Holdings, Inc. | $931K | $5.9M |
| Susquehanna International Group, LLP | $1.5M | $3.2M |
| Integrated Wealth Concepts LLC | $835K | $570K |
| Old Mission Capital LLC | $866K | $214K |
| Farther Finance Advisors, LLC | $40K | $165K |
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: PHEQ institutional holders, GOCT institutional holders.
Frequently asked questions
Do institutions hold both PHEQ and GOCT?
7 Form 13F filers report positions in both, out of 116 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%.