WCBR vs AIEQ overlap
11 institutions report holding both WCBR and AIEQ.
WCBRAIEQ
Pick 2 to 4 ETFs.
We don’t have holdings for AIEQ. 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.
11
institutions report holding both, of 76 holding any
WCBR16.4% of its 13F dollars, 21.1% of its 52 holders
AIEQ53.9% of its 13F dollars, 31.4% of its 35 holders
Largest institutions holding both
| Firm | WCBR | AIEQ |
|---|---|---|
| LPL Financial LLC | $2.2M | $9.9M |
| Cetera Investment Advisers | $673K | $354K |
| Flow Traders U.S. LLC | $251K | $202K |
| Osaic Holdings, Inc. | $210K | $71K |
| Parallel Advisors, LLC | $36K | $69K |
| Bank of Montreal | $2K | $85K |
| Morgan Stanley | $4K | $66K |
| FMR LLC | $11K | $57K |
| Farther Finance Advisors, LLC | $11K | $25K |
| Federation des caisses Desjardins du Quebec | $2K | $12K |
| Steward Partners Investment Advisory, LLC | $4K | $7K |
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: WCBR institutional holders, AIEQ institutional holders.
Frequently asked questions
Do institutions hold both WCBR and AIEQ?
11 Form 13F filers report positions in both, out of 76 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%.