BRTR vs BGIG overlap
21 institutions report holding both BRTR and BGIG.
BRTRBGIG
Pick 2 to 4 ETFs.
We don’t have holdings for BRTR. 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.
21
institutions report holding both, of 152 holding any
BRTR34.8% of its 13F dollars, 28.8% of its 73 holders
BGIG58.2% of its 13F dollars, 21.0% of its 100 holders
Largest institutions holding both
| Firm | BRTR | BGIG |
|---|---|---|
| Bank of America Corp. | $42.5M | $447.6M |
| JPMorgan Chase & Co | $175.5M | $430K |
| NewEdge Advisors, LLC | $85.1M | $210K |
| Raymond James Financial Inc. | $11.2M | $45.9M |
| UBS Group AG | $956 | $40.1M |
| Envestnet Asset Management Inc. | $2.2M | $26.6M |
| LPL Financial LLC | $1.8M | $20.5M |
| Wells Fargo & Company | $51K | $21.9M |
| Arkadios Wealth Advisors | $20.9M | $616K |
| Osaic Holdings, Inc. | $13.5M | $531K |
| MML Investors Services, LLC | $6.2M | $3.8M |
| Cambridge Investment Research Advisors, Inc. | $3.4M | $5.9M |
| Arax Advisory Partners | $2.2M | $3.9M |
| Goldman Sachs Group Inc. | $534K | $2.8M |
| Cetera Investment Advisers | $449K | $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: BRTR institutional holders, BGIG institutional holders.
Frequently asked questions
Do institutions hold both BRTR and BGIG?
21 Form 13F filers report positions in both, out of 152 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%.