ESUM vs BAMG overlap
2 institutions report holding both ESUM and BAMG.
ESUMBAMG
Pick 2 to 4 ETFs.
We don’t have holdings for BAMG. 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.
2
institutions report holding both, of 52 holding any
ESUM0.8% of its 13F dollars, 5.1% of its 39 holders
BAMG0.5% of its 13F dollars, 13.3% of its 15 holders
Largest institutions holding both
| Firm | ESUM | BAMG |
|---|---|---|
| GTS Securities LLC | $754K | $579K |
| Osaic Holdings, Inc. | $266K | $38K |
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: ESUM institutional holders, BAMG institutional holders.
Frequently asked questions
Do institutions hold both ESUM and BAMG?
2 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%.