ETHO vs BAMA overlap
1 institutions report holding both ETHO and BAMA.
ETHOBAMA
Pick 2 to 4 ETFs.
We don’t have holdings for ETHO, BAMA. 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.
1
institutions report holding both, of 74 holding any
ETHO3.4% of its 13F dollars, 1.6% of its 64 holders
BAMA0.0% of its 13F dollars, 9.1% of its 11 holders
Largest institutions holding both
| Firm | ETHO | BAMA |
|---|---|---|
| Osaic Holdings, Inc. | $1.7M | $16K |
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: ETHO institutional holders, BAMA institutional holders.
Frequently asked questions
Do institutions hold both ETHO and BAMA?
1 Form 13F filers report positions in both, out of 74 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%.