VIOG vs LONZ overlap
28 institutions report holding both VIOG and LONZ.
VIOGLONZ
Pick 2 to 4 ETFs.
We don’t have holdings for LONZ. 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.
28
institutions report holding both, of 242 holding any
VIOG32.8% of its 13F dollars, 14.2% of its 197 holders
LONZ15.2% of its 13F dollars, 38.4% of its 73 holders
Largest institutions holding both
| Firm | VIOG | LONZ |
|---|---|---|
| LPL Financial LLC | $34.1M | $25.4M |
| Morgan Stanley | $34.2M | $4K |
| Mariner, LLC | $13.8M | $3.6M |
| Cambridge Investment Research Advisors, Inc. | $6.2M | $10.9M |
| Northwestern Mutual Wealth Management Co | $11.9M | $1.5M |
| Envestnet Asset Management Inc. | $7.8M | $4.7M |
| Wealth Enhancement Advisory Services, LLC | $4.9M | $2.1M |
| Royal Bank of Canada | $5.1M | $1.2M |
| Cetera Investment Advisers | $3.5M | $2.7M |
| UBS Group AG | $3.9M | $997K |
| Commonwealth Equity Services, LLC | $3.1M | $215K |
| J.W. Cole Advisors, Inc. | $401K | $2.8M |
| Osaic Holdings, Inc. | $2.9M | $113K |
| Private Advisor Group, LLC | $2.2M | $490K |
| MML Investors Services, LLC | $1.9M | $673K |
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: VIOG institutional holders, LONZ institutional holders.
Frequently asked questions
Do institutions hold both VIOG and LONZ?
28 Form 13F filers report positions in both, out of 242 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%.