COM vs BRIF overlap
5 institutions report holding both COM and BRIF.
COMBRIF
Pick 2 to 4 ETFs.
We don’t have holdings for COM. 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.
5
institutions report holding both, of 77 holding any
COM9.1% of its 13F dollars, 7.0% of its 71 holders
BRIF6.5% of its 13F dollars, 45.5% of its 11 holders
Largest institutions holding both
| Firm | COM | BRIF |
|---|---|---|
| Cambridge Investment Research Advisors, Inc. | $6.0M | $470K |
| Commonwealth Equity Services, LLC | $2.9M | $2.0M |
| Creative Financial Designs Inc. | $19K | $4.5M |
| HRT Financial LP | $1.1M | $290K |
| JPMorgan Chase & Co | $423 | $366 |
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: COM institutional holders, BRIF institutional holders.
Frequently asked questions
Do institutions hold both COM and BRIF?
5 Form 13F filers report positions in both, out of 77 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%.