ZFEB vs IFLR overlap
13 institutions report holding both ZFEB and IFLR.
ZFEBIFLR
Pick 2 to 4 ETFs.
We don’t have holdings for ZFEB, IFLR. 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.
13
institutions report holding both, of 122 holding any
ZFEB17.2% of its 13F dollars, 12.6% of its 103 holders
IFLR43.9% of its 13F dollars, 40.6% of its 32 holders
Largest institutions holding both
| Firm | ZFEB | IFLR |
|---|---|---|
| Envestnet Asset Management Inc. | $1.8M | $18.1M |
| Commonwealth Equity Services, LLC | $4.9M | $4.4M |
| NewEdge Advisors, LLC | $1.1M | $5.8M |
| Independent Financial Group, LLC | $955K | $3.9M |
| Harbour Investments, Inc. | $3.2M | $721K |
| Concurrent Investment Advisors, LLC | $210K | $3.3M |
| Signaturefd, LLC | $442K | $1.5M |
| Ashton Thomas Private Wealth, LLC | $1.5M | $2K |
| Farther Finance Advisors, LLC | $259K | $1.2M |
| Wealth Enhancement Advisory Services, LLC | $460K | $474K |
| GWN Securities Inc. | $543K | $316K |
| KFG Wealth Management, LLC | $640K | $201K |
| Capital Investment Advisory Services, LLC | $3K | $72K |
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: ZFEB institutional holders, IFLR institutional holders.
Frequently asked questions
Do institutions hold both ZFEB and IFLR?
13 Form 13F filers report positions in both, out of 122 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%.