EMCB vs BBBI overlap
5 institutions report holding both EMCB and BBBI.
EMCBBBBI
Pick 2 to 4 ETFs.
We don’t have holdings for BBBI. 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 52 holding any
EMCB25.6% of its 13F dollars, 14.7% of its 34 holders
BBBI7.5% of its 13F dollars, 21.7% of its 23 holders
Largest institutions holding both
| Firm | EMCB | BBBI |
|---|---|---|
| Integrated Wealth Concepts LLC | $14.6M | $2K |
| Envestnet Asset Management Inc. | $486K | $3.1M |
| Jane Street Group, LLC | $1.8M | $1.5M |
| AE Wealth Management LLC | $1.2M | $324K |
| Flow Traders U.S. LLC | $215K | $666K |
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: EMCB institutional holders, BBBI institutional holders.
Frequently asked questions
Do institutions hold both EMCB and BBBI?
5 Form 13F filers report positions in both, out of 52 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%.