CMDY vs BIBL overlap
24 institutions report holding both CMDY and BIBL.
CMDYBIBL
Pick 2 to 4 ETFs.
We don’t have holdings for CMDY. 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.
24
institutions report holding both, of 197 holding any
CMDY25.1% of its 13F dollars, 30.8% of its 78 holders
BIBL23.7% of its 13F dollars, 16.8% of its 143 holders
Largest institutions holding both
| Firm | CMDY | BIBL |
|---|---|---|
| LPL Financial LLC | $8.6M | $33.5M |
| Envestnet Asset Management Inc. | $22.7M | $3.1M |
| Principal Securities, Inc. | $14.9M | $703K |
| Osaic Holdings, Inc. | $9.6M | $1.9M |
| Focus Partners Wealth | $363K | $7.6M |
| Raymond James Financial Inc. | $5.3M | $2.3M |
| JPMorgan Chase & Co | $6.9M | $43K |
| Cambridge Investment Research Advisors, Inc. | $2.0M | $4.6M |
| Cetera Investment Advisers | $2.3M | $4.3M |
| Silver Oak Securities, Incorporated | $1.2M | $3.6M |
| Jones Financial Companies LLLP | $54K | $3.1M |
| Susquehanna International Group, LLP | $859K | $1.5M |
| Commonwealth Equity Services, LLC | $283K | $1.1M |
| Harbour Investments, Inc. | $18K | $1.3M |
| Royal Bank of Canada | $6K | $1.2M |
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: CMDY institutional holders, BIBL institutional holders.
Frequently asked questions
Do institutions hold both CMDY and BIBL?
24 Form 13F filers report positions in both, out of 197 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%.