BITB vs BAR overlap
57 institutions report holding both BITB and BAR.
BITBBAR
Pick 2 to 4 ETFs.
We don’t have holdings for BITB, BAR. 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.
57
institutions report holding both, of 386 holding any
BITB28.3% of its 13F dollars, 21.0% of its 271 holders
BAR59.1% of its 13F dollars, 33.1% of its 172 holders
Largest institutions holding both
| Firm | BITB | BAR |
|---|---|---|
| Bank of America Corp. | $10.1M | $97.4M |
| Wells Fargo & Company | $44.0M | $674K |
| PNC Financial Services Group, Inc. | $28.9M | $1K |
| Envestnet Asset Management Inc. | $3.9M | $25.0M |
| LPL Financial LLC | $528K | $27.4M |
| Royal Bank of Canada | $6K | $22.9M |
| Brandywine Oak Private Wealth LLC | $1.1M | $17.9M |
| Rockefeller Capital Management L.P. | $461K | $17.9M |
| Lake Street Private Wealth, LLC | $897K | $16.1M |
| MML Investors Services, LLC | $3.9M | $11.9M |
| Cambridge Investment Research Advisors, Inc. | $10.7M | $4.2M |
| Jane Street Group, LLC | $13.4M | $1.4M |
| Osaic Holdings, Inc. | $287K | $10.7M |
| Morgan Stanley | $7.5M | $2.7M |
| Arax Advisory Partners | $1.5M | $8.6M |
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: BITB institutional holders, BAR institutional holders.
Frequently asked questions
Do institutions hold both BITB and BAR?
57 Form 13F filers report positions in both, out of 386 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%.