BUFQ vs BALT overlap
88 institutions report holding both BUFQ and BALT.
BUFQBALT
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.
88
institutions report holding both, of 395 holding any
BUFQ83.3% of its 13F dollars, 47.6% of its 185 holders
BALT49.0% of its 13F dollars, 29.5% of its 298 holders
Largest institutions holding both
| Firm | BUFQ | BALT |
|---|---|---|
| LPL Financial LLC | $348.0M | $82.0M |
| Osaic Holdings, Inc. | $42.8M | $93.0M |
| Cetera Investment Advisers | $72.3M | $60.7M |
| Envestnet Asset Management Inc. | $57.0M | $66.5M |
| Raymond James Financial Inc. | $28.2M | $94.5M |
| Commonwealth Equity Services, LLC | $29.9M | $42.4M |
| NewEdge Advisors, LLC | $34.8M | $24.6M |
| Stratos Wealth Partners, LTD. | $54.2M | $1.3M |
| Foundations Investment Advisors, LLC | $1.7M | $47.4M |
| Kingsview Wealth Management, LLC | $772K | $47.5M |
| Cambridge Investment Research Advisors, Inc. | $26.3M | $16.5M |
| Wells Fargo & Company | $40.5M | $161K |
| Brookstone Capital Management | $2.2M | $34.5M |
| MML Investors Services, LLC | $24.6M | $6.5M |
| Harbour Investments, Inc. | $15.2M | $14.5M |
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: BUFQ institutional holders, BALT institutional holders.
Frequently asked questions
Do institutions hold both BUFQ and BALT?
88 Form 13F filers report positions in both, out of 395 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%.