BAMO vs AMAX overlap
1 institutions report holding both BAMO and AMAX.
BAMOAMAX
Pick 2 to 4 ETFs.
We don’t have holdings for BAMO. 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.
1
institutions report holding both, of 30 holding any
BAMO0.0% of its 13F dollars, 11.1% of its 9 holders
AMAX5.9% of its 13F dollars, 4.5% of its 22 holders
Largest institutions holding both
| Firm | BAMO | AMAX |
|---|---|---|
| Osaic Holdings, Inc. | $15K | $2.7M |
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: BAMO institutional holders, AMAX institutional holders.
Frequently asked questions
Do institutions hold both BAMO and AMAX?
1 Form 13F filers report positions in both, out of 30 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%.