BUL vs BAMD overlap
2 institutions report holding both BUL and BAMD.
BULBAMD
Pick 2 to 4 ETFs.
We don’t have holdings for BAMD. 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 63 holding any
BUL3.6% of its 13F dollars, 3.7% of its 54 holders
BAMD0.1% of its 13F dollars, 18.2% of its 11 holders
Largest institutions holding both
| Firm | BUL | BAMD |
|---|---|---|
| Osaic Holdings, Inc. | $3.3M | $28K |
| AE Wealth Management LLC | $3K | $18K |
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: BUL institutional holders, BAMD institutional holders.
Frequently asked questions
Do institutions hold both BUL and BAMD?
2 Form 13F filers report positions in both, out of 63 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%.