SECU vs PRIV overlap
4 institutions report holding both SECU and PRIV.
SECUPRIV
Pick 2 to 4 ETFs.
We don’t have holdings for SECU. 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 131 holding any
SECU0.2% of its 13F dollars, 3.7% of its 108 holders
PRIV0.1% of its 13F dollars, 14.8% of its 27 holders
Largest institutions holding both
| Firm | SECU | PRIV |
|---|---|---|
| Goldman Sachs Group Inc. | $848K | $497K |
| Integrated Wealth Concepts LLC | $403K | $59K |
| Global Retirement Partners, LLC | $156K | $135K |
| AE Wealth Management LLC | $28K | $6 |
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: SECU institutional holders, PRIV institutional holders.
Frequently asked questions
Do institutions hold both SECU and PRIV?
4 Form 13F filers report positions in both, out of 131 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%.