EBUF vs APRP overlap
5 institutions report holding both EBUF and APRP.
EBUFAPRP
Pick 2 to 4 ETFs.
We don’t have holdings for EBUF, APRP. 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 37 holding any
EBUF42.4% of its 13F dollars, 18.5% of its 27 holders
APRP18.8% of its 13F dollars, 33.3% of its 15 holders
Largest institutions holding both
| Firm | EBUF | APRP |
|---|---|---|
| Commonwealth Equity Services, LLC | $4.0M | $1.3M |
| Cetera Investment Advisers | $3.3M | $995K |
| Centaurus Financial, Inc. | $2.0M | $1.5M |
| Kestra Advisory Services, LLC | $734K | $338K |
| Raymond James Financial Inc. | $241K | $556K |
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: EBUF institutional holders, APRP institutional holders.
Frequently asked questions
Do institutions hold both EBUF and APRP?
5 Form 13F filers report positions in both, out of 37 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%.