EFAA vs BKMS overlap
10 institutions report holding both EFAA and BKMS.
EFAABKMS
Pick 2 to 4 ETFs.
We don’t have holdings for EFAA, BKMS. 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.
10
institutions report holding both, of 87 holding any
EFAA47.9% of its 13F dollars, 14.3% of its 70 holders
BKMS0.9% of its 13F dollars, 37.0% of its 27 holders
Largest institutions holding both
| Firm | EFAA | BKMS |
|---|---|---|
| Morgan Stanley | $92.5M | $357K |
| LPL Financial LLC | $45.4M | $1.8M |
| Raymond James Financial Inc. | $37.0M | $292K |
| UBS Group AG | $10.7M | $34K |
| Private Advisor Group, LLC | $5.5M | $291K |
| Jane Street Group, LLC | $4.7M | $790K |
| Wells Fargo & Company | $4.3M | $209K |
| Osaic Holdings, Inc. | $2.9M | $8K |
| Citadel Advisors LLC | $1.8M | $210K |
| Fifth Third Bancorp | $280K | $3K |
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: EFAA institutional holders, BKMS institutional holders.
Frequently asked questions
Do institutions hold both EFAA and BKMS?
10 Form 13F filers report positions in both, out of 87 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%.