ZALT vs HEGD overlap
24 institutions report holding both ZALT and HEGD.
ZALTHEGD
Pick 2 to 4 ETFs.
We don’t have holdings for ZALT. 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.
24
institutions report holding both, of 164 holding any
ZALT31.6% of its 13F dollars, 23.1% of its 104 holders
HEGD36.7% of its 13F dollars, 28.6% of its 84 holders
Largest institutions holding both
| Firm | ZALT | HEGD |
|---|---|---|
| NewEdge Advisors, LLC | $21.6M | $37.3M |
| Osaic Holdings, Inc. | $53.6M | $755K |
| LPL Financial LLC | $1.2M | $40.5M |
| Raymond James Financial Inc. | $23.2M | $13.0M |
| Envestnet Asset Management Inc. | $8.4M | $22.5M |
| Beacon Pointe Advisors, LLC | $5.4M | $17.3M |
| Cambridge Investment Research Advisors, Inc. | $2.4M | $15.5M |
| O'SHAughnessy Asset Management, LLC | $1K | $16.6M |
| Commonwealth Equity Services, LLC | $12.9M | $2.3M |
| Atria Investments, Inc | $5.4M | $8.8M |
| Ausdal Financial Partners, Inc. | $1.9M | $10.0M |
| MML Investors Services, LLC | $9.2M | $694K |
| Cetera Investment Advisers | $8.5M | $777K |
| Truist Financial Corp. | $6.2M | $382K |
| CreativeOne Wealth, LLC | $2.3M | $623K |
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: ZALT institutional holders, HEGD institutional holders.
Frequently asked questions
Do institutions hold both ZALT and HEGD?
24 Form 13F filers report positions in both, out of 164 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%.