TGRW vs BALI overlap
16 institutions report holding both TGRW and BALI.
TGRWBALI
Pick 2 to 4 ETFs.
We don’t have holdings for BALI. 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.
16
institutions report holding both, of 209 holding any
TGRW1.1% of its 13F dollars, 34.8% of its 46 holders
BALI29.4% of its 13F dollars, 8.9% of its 179 holders
Largest institutions holding both
| Firm | TGRW | BALI |
|---|---|---|
| LPL Financial LLC | $208K | $99.5M |
| Bank of America Corp. | $1.7M | $60.6M |
| Northwestern Mutual Wealth Management Co | $2.8M | $34.6M |
| Commonwealth Equity Services, LLC | $1.3M | $20.7M |
| Osaic Holdings, Inc. | $489K | $21.3M |
| Morgan Stanley | $74 | $19.0M |
| Raymond James Financial Inc. | $1.7M | $11.3M |
| Janney Montgomery Scott LLC | $326K | $5.6M |
| HighTower Advisors, LLC | $1.5M | $3.6M |
| Royal Bank of Canada | $276K | $2.6M |
| Cerity Partners LLC | $245K | $2.1M |
| Susquehanna International Group, LLP | $207K | $687K |
| Harbour Investments, Inc. | $78K | $525K |
| Farther Finance Advisors, LLC | $49K | $149K |
| US Bancorp | $17K | $37K |
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: TGRW institutional holders, BALI institutional holders.
Frequently asked questions
Do institutions hold both TGRW and BALI?
16 Form 13F filers report positions in both, out of 209 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%.