BUFT vs BUFI overlap
2 institutions report holding both BUFT and BUFI.
BUFTBUFI
Pick 2 to 4 ETFs.
We don’t have holdings for BUFI. 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 62 holding any
BUFT3.2% of its 13F dollars, 3.5% of its 58 holders
BUFI0.1% of its 13F dollars, 33.3% of its 6 holders
Largest institutions holding both
| Firm | BUFT | BUFI |
|---|---|---|
| Harbour Investments, Inc. | $3.2M | $83K |
| Integrated Wealth Concepts LLC | $804K | $11K |
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: BUFT institutional holders, BUFI institutional holders.
Frequently asked questions
Do institutions hold both BUFT and BUFI?
2 Form 13F filers report positions in both, out of 62 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%.