BUFD vs BALT overlap
100 institutions report holding both BUFD and BALT.
BUFDBALT
Pick 2 to 4 ETFs.
We don’t have holdings for BALT. 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.
100
institutions report holding both, of 414 holding any
BUFD68.7% of its 13F dollars, 46.3% of its 216 holders
BALT51.4% of its 13F dollars, 33.6% of its 298 holders
Largest institutions holding both
| Firm | BUFD | BALT |
|---|---|---|
| LPL Financial LLC | $335.3M | $82.0M |
| Osaic Holdings, Inc. | $68.6M | $93.0M |
| Envestnet Asset Management Inc. | $90.2M | $66.5M |
| Raymond James Financial Inc. | $41.3M | $94.5M |
| Cetera Investment Advisers | $68.4M | $60.7M |
| Commonwealth Equity Services, LLC | $22.7M | $42.4M |
| Brookstone Capital Management | $26.3M | $34.5M |
| Axxcess Wealth Management, LLC | $27.7M | $22.3M |
| Kingsview Wealth Management, LLC | $2.5M | $47.5M |
| Harbour Investments, Inc. | $27.1M | $14.5M |
| Kestra Advisory Services, LLC | $26.1M | $11.1M |
| NewEdge Advisors, LLC | $12.3M | $24.6M |
| Wells Fargo & Company | $36.1M | $161K |
| Cambridge Investment Research Advisors, Inc. | $15.9M | $16.5M |
| Truist Financial Corp. | $25.3M | $6.3M |
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: BUFD institutional holders, BALT institutional holders.
Frequently asked questions
Do institutions hold both BUFD and BALT?
100 Form 13F filers report positions in both, out of 414 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%.