WCBR vs ITEQ overlap
17 institutions report holding both WCBR and ITEQ.
WCBRITEQ
Pick 2 to 4 ETFs.
We don’t have holdings for ITEQ. 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.
17
institutions report holding both, of 81 holding any
WCBR33.6% of its 13F dollars, 32.7% of its 52 holders
ITEQ76.2% of its 13F dollars, 37.0% of its 46 holders
Largest institutions holding both
| Firm | WCBR | ITEQ |
|---|---|---|
| LPL Financial LLC | $2.2M | $8.6M |
| Jane Street Group, LLC | $353K | $3.0M |
| Flow Traders U.S. LLC | $251K | $1.6M |
| Citadel Advisors LLC | $1.3M | $389K |
| HighTower Advisors, LLC | $1.2M | $295K |
| Raymond James Financial Inc. | $561K | $272K |
| Creative Financial Designs Inc. | $703K | $24K |
| Osaic Holdings, Inc. | $210K | $89K |
| IFP Advisors, Inc | $60K | $127K |
| Morgan Stanley | $4K | $146K |
| Harbour Investments, Inc. | $13K | $134K |
| Bank of Montreal | $2K | $85K |
| PNC Financial Services Group, Inc. | $65K | $19K |
| FMR LLC | $11K | $31K |
| Farther Finance Advisors, LLC | $11K | $30K |
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, ITEQ institutional holders.
Frequently asked questions
Do institutions hold both WCBR and ITEQ?
17 Form 13F filers report positions in both, out of 81 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%.