BILT vs ACES overlap
8 institutions report holding both BILT and ACES.
BILTACES
Pick 2 to 4 ETFs.
We don’t have holdings for BILT. 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.
8
institutions report holding both, of 83 holding any
BILT19.9% of its 13F dollars, 20.0% of its 40 holders
ACES3.2% of its 13F dollars, 15.7% of its 51 holders
Largest institutions holding both
| Firm | BILT | ACES |
|---|---|---|
| Jane Street Group, LLC | $11.2M | $408K |
| Morgan Stanley | $3.4M | $749K |
| Northwestern Mutual Wealth Management Co | $841 | $659K |
| UBS Group AG | $392 | $468K |
| Osaic Holdings, Inc. | $277K | $68K |
| Integrated Wealth Concepts LLC | $119K | $7K |
| Fifth Third Bancorp | $37K | $35 |
| Global Retirement Partners, LLC | $5K | $1K |
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: BILT institutional holders, ACES institutional holders.
Frequently asked questions
Do institutions hold both BILT and ACES?
8 Form 13F filers report positions in both, out of 83 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%.