BFLB vs ALTL overlap
2 institutions report holding both BFLB and ALTL.
BFLBALTL
Pick 2 to 4 ETFs.
We don’t have holdings for BFLB. 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.
2
institutions report holding both, of 45 holding any
BFLB9.8% of its 13F dollars, 28.6% of its 7 holders
ALTL2.6% of its 13F dollars, 5.0% of its 40 holders
Largest institutions holding both
| Firm | BFLB | ALTL |
|---|---|---|
| Steward Partners Investment Advisory, LLC | $6.9M | $1.5M |
| UBS Group AG | $27K | $330K |
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: BFLB institutional holders, ALTL institutional holders.
Frequently asked questions
Do institutions hold both BFLB and ALTL?
2 Form 13F filers report positions in both, out of 45 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%.