UGA vs ETHO overlap
10 institutions report holding both UGA and ETHO.
UGAETHO
Pick 2 to 4 ETFs.
We don’t have holdings for UGA, ETHO. 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.
10
institutions report holding both, of 97 holding any
UGA28.9% of its 13F dollars, 23.3% of its 43 holders
ETHO16.1% of its 13F dollars, 15.6% of its 64 holders
Largest institutions holding both
| Firm | UGA | ETHO |
|---|---|---|
| Cambridge Investment Research Advisors, Inc. | $7.0M | $448K |
| LPL Financial LLC | $250K | $3.5M |
| Osaic Holdings, Inc. | $2.0M | $1.7M |
| Cetera Investment Advisers | $1.8M | $419K |
| Envestnet Asset Management Inc. | $1.2M | $410K |
| Commonwealth Equity Services, LLC | $635K | $845K |
| Royal Bank of Canada | $565K | $338K |
| Blair William & Co | $489K | $260K |
| Wells Fargo & Company | $61K | $24 |
| Morgan Stanley | $21K | $36K |
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: UGA institutional holders, ETHO institutional holders.
Frequently asked questions
Do institutions hold both UGA and ETHO?
10 Form 13F filers report positions in both, out of 97 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%.