CLIP vs BKMI overlap
19 institutions report holding both CLIP and BKMI.
CLIPBKMI
Pick 2 to 4 ETFs.
We don’t have holdings for BKMI. 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.
19
institutions report holding both, of 203 holding any
CLIP17.4% of its 13F dollars, 11.9% of its 159 holders
BKMI0.7% of its 13F dollars, 30.2% of its 63 holders
Largest institutions holding both
| Firm | CLIP | BKMI |
|---|---|---|
| LPL Financial LLC | $191.6M | $836K |
| Raymond James Financial Inc. | $21.2M | $1.5M |
| Goldman Sachs Group Inc. | $13.3M | $1.0M |
| Farther Finance Advisors, LLC | $13.2M | $5K |
| Osaic Holdings, Inc. | $11.6M | $160K |
| Cetera Investment Advisers | $9.7M | $217K |
| Royal Bank of Canada | $8.0M | $468K |
| Belpointe Asset Management LLC | $5.2M | $273K |
| Jane Street Group, LLC | $532K | $2.2M |
| Flputnam Investment Management Co | $1.8M | $646K |
| Janney Montgomery Scott LLC | $329K | $1.2M |
| Morgan Stanley | $40K | $1.5M |
| Rothschild Investment LLC | $928K | $205K |
| Integrity Alliance, LLC. | $303K | $755K |
| HighTower Advisors, LLC | $606K | $247K |
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: CLIP institutional holders, BKMI institutional holders.
Frequently asked questions
Do institutions hold both CLIP and BKMI?
19 Form 13F filers report positions in both, out of 203 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%.