BLTD vs BLST overlap

BLTD and BLST overlap 24.9% by weight, across 1 shared holdings.

BLTDBLST

Pick 2 to 4 ETFs.

24.9%

overlap by weight, across 1 shared holdings

BLTD25.8% of the fund is in shared holdings, of 3

BLST24.9% of the fund is in shared holdings, of 3

Top shared holdings

Holding	BLTD	BLST	Overlap
iShares Core U.S. Aggregate Bond ETFAGG	25.81%	24.87%	24.87%

Overlap by weight adds up the smaller weight of each holding the funds share, so 100% means identical portfolios. Long securities only: derivatives and cash vehicles are left out. Sources: BLTD, SEC Form N-PORT, July 31, 2026; BLST, SEC Form N-PORT, July 31, 2026.

institutions report holding both, of 6 holding any

BLTD100.0% of its 13F dollars, 100.0% of its 4 holders

BLST99.7% of its 13F dollars, 66.7% of its 6 holders

Largest institutions holding both

Firm	BLTD	BLST
RFG Advisory, LLC	$165.2M	$165.6M
Ritholtz Wealth Management	$632K	$631K
Royal Bank of Canada	$2K	$2K
Beacon Capital Management, Inc.	$12	$21

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: BLTD institutional holders, BLST institutional holders.

Frequently asked questions

How much do BLTD and BLST overlap?

24.9% by weight, with 1 holdings in common, using holdings for BLTD as of July 31, 2026 and BLST as of July 31, 2026. The largest shared position is AGG.

Do institutions hold both BLTD and BLST?

4 Form 13F filers report positions in both, out of 6 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%.