ELFY vs BILT overlap
9 institutions report holding both ELFY and BILT.
ELFYBILT
Pick 2 to 4 ETFs.
We don’t have holdings for ELFY, BILT. 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.
9
institutions report holding both, of 81 holding any
ELFY24.0% of its 13F dollars, 18.0% of its 50 holders
BILT41.7% of its 13F dollars, 22.5% of its 40 holders
Largest institutions holding both
| Firm | ELFY | BILT |
|---|---|---|
| Envestnet Asset Management Inc. | $935K | $19.1M |
| Osaic Holdings, Inc. | $9.3M | $277K |
| Trek Financial, LLC | $3.0M | $2.6M |
| Wealth Enhancement Advisory Services, LLC | $2.0M | $3.0M |
| Morgan Stanley | $2K | $3.4M |
| Diversify Wealth Management, LLC | $717K | $1.4M |
| Diversify Advisory Services, LLC | $717K | $1.4M |
| Sanctuary Advisors, LLC | $249K | $432K |
| Global Retirement Partners, LLC | $10K | $5K |
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: ELFY institutional holders, BILT institutional holders.
Frequently asked questions
Do institutions hold both ELFY and BILT?
9 Form 13F filers report positions in both, out of 81 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%.