ZIG vs GLNK overlap
3 institutions report holding both ZIG and GLNK.
ZIGGLNK
Pick 2 to 4 ETFs.
We don’t have holdings for GLNK. 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.
3
institutions report holding both, of 35 holding any
ZIG6.9% of its 13F dollars, 27.3% of its 11 holders
GLNK7.8% of its 13F dollars, 11.1% of its 27 holders
Largest institutions holding both
| Firm | ZIG | GLNK |
|---|---|---|
| Citadel Advisors LLC | $390K | $504K |
| Allworth Financial LP | $50K | $948 |
| Morgan Stanley | $17K | $3K |
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: ZIG institutional holders, GLNK institutional holders.
Frequently asked questions
Do institutions hold both ZIG and GLNK?
3 Form 13F filers report positions in both, out of 35 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%.