HEQT vs GMAR overlap
32 institutions report holding both HEQT and GMAR.
HEQTGMAR
Pick 2 to 4 ETFs.
We don’t have holdings for GMAR. 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.
32
institutions report holding both, of 182 holding any
HEQT33.8% of its 13F dollars, 36.8% of its 87 holders
GMAR26.3% of its 13F dollars, 25.2% of its 127 holders
Largest institutions holding both
| Firm | HEQT | GMAR |
|---|---|---|
| LPL Financial LLC | $15.2M | $7.4M |
| Osaic Holdings, Inc. | $2.6M | $12.6M |
| Envestnet Asset Management Inc. | $5.1M | $4.0M |
| Cetera Investment Advisers | $795K | $8.2M |
| Rockefeller Capital Management L.P. | $8.4M | $101K |
| MML Investors Services, LLC | $4.3M | $3.4M |
| Kovack Advisors, Inc. | $6.4M | $781K |
| Cambridge Investment Research Advisors, Inc. | $2.1M | $4.1M |
| Susquehanna International Group, LLP | $4.4M | $894K |
| Citadel Advisors LLC | $516K | $3.2M |
| Steward Partners Investment Advisory, LLC | $2.9M | $199K |
| Old Mission Capital LLC | $2.4M | $648K |
| Stratos Wealth Advisors, LLC | $2.1M | $364K |
| CreativeOne Wealth, LLC | $1.6M | $608K |
| JPMorgan Chase & Co | $1.7M | $394K |
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: HEQT institutional holders, GMAR institutional holders.
Frequently asked questions
Do institutions hold both HEQT and GMAR?
32 Form 13F filers report positions in both, out of 182 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%.