EES vs BBHM overlap
7 institutions report holding both EES and BBHM.
EESBBHM
Pick 2 to 4 ETFs.
We don’t have holdings for BBHM. 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.
7
institutions report holding both, of 174 holding any
EES21.5% of its 13F dollars, 4.1% of its 170 holders
BBHM1.1% of its 13F dollars, 63.6% of its 11 holders
Largest institutions holding both
| Firm | EES | BBHM |
|---|---|---|
| UBS Group AG | $47.8M | $2K |
| Bank of America Corp. | $33.4M | $4.1M |
| Wells Fargo & Company | $9.8M | $110K |
| JPMorgan Chase & Co | $3.3M | $15K |
| Goldman Sachs Group Inc. | $1.0M | $1.0M |
| FMR LLC | $437K | $2K |
| Blue Trust, Inc. | $184K | $41K |
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: EES institutional holders, BBHM institutional holders.
Frequently asked questions
Do institutions hold both EES and BBHM?
7 Form 13F filers report positions in both, out of 174 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%.