BUFZ vs BUFC overlap
6 institutions report holding both BUFZ and BUFC.
BUFZBUFC
Pick 2 to 4 ETFs.
We don’t have holdings for BUFC. 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.
6
institutions report holding both, of 156 holding any
BUFZ16.4% of its 13F dollars, 4.2% of its 142 holders
BUFC0.6% of its 13F dollars, 30.0% of its 20 holders
Largest institutions holding both
| Firm | BUFZ | BUFC |
|---|---|---|
| LPL Financial LLC | $129.3M | $372K |
| HighTower Advisors, LLC | $752K | $2.9M |
| NewEdge Advisors, LLC | $1.3M | $268K |
| Old Mission Capital LLC | $1.0M | $225K |
| Morgan Stanley | $87K | $1.1M |
| AE Wealth Management LLC | $190K | $31K |
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: BUFZ institutional holders, BUFC institutional holders.
Frequently asked questions
Do institutions hold both BUFZ and BUFC?
6 Form 13F filers report positions in both, out of 156 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%.