WLDR vs FNGS overlap
4 institutions report holding both WLDR and FNGS.
WLDRFNGS
Pick 2 to 4 ETFs.
We don’t have holdings for FNGS. 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.
4
institutions report holding both, of 49 holding any
WLDR1.5% of its 13F dollars, 26.7% of its 15 holders
FNGS21.7% of its 13F dollars, 10.5% of its 38 holders
Largest institutions holding both
| Firm | WLDR | FNGS |
|---|---|---|
| Osaic Holdings, Inc. | $195K | $13.2M |
| Cetera Investment Advisers | $570K | $1.8M |
| Jones Financial Companies LLLP | $236K | $4K |
| Morgan Stanley | $13K | $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: WLDR institutional holders, FNGS institutional holders.
Frequently asked questions
Do institutions hold both WLDR and FNGS?
4 Form 13F filers report positions in both, out of 49 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%.