BTCO vs BRIF overlap
2 institutions report holding both BTCO and BRIF.
BTCOBRIF
Pick 2 to 4 ETFs.
We don’t have holdings for BTCO. 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 60 holding any
BTCO0.6% of its 13F dollars, 3.9% of its 51 holders
BRIF0.4% of its 13F dollars, 18.2% of its 11 holders
Largest institutions holding both
| Firm | BTCO | BRIF |
|---|---|---|
| Cambridge Investment Research Advisors, Inc. | $660K | $470K |
| JPMorgan Chase & Co | $6K | $366 |
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: BTCO institutional holders, BRIF institutional holders.
Frequently asked questions
Do institutions hold both BTCO and BRIF?
2 Form 13F filers report positions in both, out of 60 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%.