SBAR vs GIGL overlap
4 institutions report holding both SBAR and GIGL.
SBARGIGL
Pick 2 to 4 ETFs.
We don’t have holdings for SBAR. 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.
4
institutions report holding both, of 88 holding any
SBAR15.8% of its 13F dollars, 5.6% of its 71 holders
GIGL49.7% of its 13F dollars, 19.1% of its 21 holders
Largest institutions holding both
| Firm | SBAR | GIGL |
|---|---|---|
| Envestnet Asset Management Inc. | $15.3M | $135.2M |
| Principal Securities, Inc. | $30.1M | $15.6M |
| HRT Financial LP | $2.5M | $484K |
| Wells Fargo & Company | $19 | $20K |
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: SBAR institutional holders, GIGL institutional holders.
Frequently asked questions
Do institutions hold both SBAR and GIGL?
4 Form 13F filers report positions in both, out of 88 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%.