ZFEB vs IVVB overlap
13 institutions report holding both ZFEB and IVVB.
ZFEBIVVB
Pick 2 to 4 ETFs.
We don’t have holdings for ZFEB, IVVB. 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 120 holding any
ZFEB19.4% of its 13F dollars, 12.6% of its 103 holders
IVVB16.7% of its 13F dollars, 43.3% of its 30 holders
Largest institutions holding both
| Firm | ZFEB | IVVB |
|---|---|---|
| Ashton Thomas Private Wealth, LLC | $1.5M | $6.7M |
| Raymond James Financial Inc. | $4.1M | $3.0M |
| Harbour Investments, Inc. | $3.2M | $229K |
| Cetera Investment Advisers | $2.6M | $615K |
| LPL Financial LLC | $1.9M | $1.1M |
| Susquehanna International Group, LLP | $302K | $2.7M |
| NewEdge Advisors, LLC | $1.1M | $773K |
| Osaic Holdings, Inc. | $1.5M | $27K |
| Sagespring Wealth Partners, LLC | $272K | $557K |
| IFP Advisors, Inc | $665K | $12K |
| Citadel Advisors LLC | $317K | $215K |
| AE Wealth Management LLC | $467K | $5K |
| JPMorgan Chase & Co | $16K | $2K |
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, IVVB institutional holders.
Frequently asked questions
Do institutions hold both ZFEB and IVVB?
13 Form 13F filers report positions in both, out of 120 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%.