ETF look-through: overlapping holdings and total company exposure
Show the underlying companies held inside ETFs, identify overlap between funds, and reveal the portfolio’s total exposure to each company. Combine directly owned shares with shares held through ETFs. For example, if Apple is held directly and through two ETFs, show one combined Apple position with: Total exposure by value and percentage. A breakdown of the amount held directly and through each ETF. The underlying holdings date for each ETF. Also allow users to compare two or more ETFs and see which companies they share, helping them understand overlap when reviewing an existing portfolio or considering ETF combinations. This would make concentration visible even when investments are spread across several ETFs that appear diversified at the fund level.
