URTH vs GGOV overlap
69 institutions report holding both URTH and GGOV.
URTHGGOV
Pick 2 to 4 ETFs.
We don’t have holdings for GGOV. 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.
69
institutions report holding both, of 468 holding any
URTH32.0% of its 13F dollars, 25.2% of its 274 holders
GGOV80.8% of its 13F dollars, 26.2% of its 263 holders
Largest institutions holding both
| Firm | URTH | GGOV |
|---|---|---|
| Envestnet Asset Management Inc. | $33.5M | $1.1B |
| Royal Bank of Canada | $441.6M | $10.0M |
| LPL Financial LLC | $47.4M | $344.7M |
| Morgan Stanley | $85.5M | $122.2M |
| JPMorgan Chase & Co | $50.3M | $120.2M |
| BlackRock, Inc. | $49.3M | $44.4M |
| Park Avenue Securities LLC | $910K | $85.8M |
| Cetera Investment Advisers | $14.0M | $72.1M |
| MML Investors Services, LLC | $5.9M | $74.4M |
| Bank of New York Mellon Corp | $358K | $70.5M |
| Janney Montgomery Scott LLC | $201K | $67.9M |
| OneDigital Investment Advisors LLC | $1.8M | $60.6M |
| Jane Street Group, LLC | $53.0M | $1.7M |
| Cambridge Investment Research Advisors, Inc. | $6.7M | $21.8M |
| Sanctuary Advisors, LLC | $1.8M | $26.3M |
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: URTH institutional holders, GGOV institutional holders.
Frequently asked questions
Do institutions hold both URTH and GGOV?
69 Form 13F filers report positions in both, out of 468 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%.