FEBU vs BSTP overlap
7 institutions report holding both FEBU and BSTP.
FEBUBSTP
Pick 2 to 4 ETFs.
We don’t have holdings for FEBU, BSTP. 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.
7
institutions report holding both, of 53 holding any
FEBU9.2% of its 13F dollars, 33.3% of its 21 holders
BSTP29.1% of its 13F dollars, 17.9% of its 39 holders
Largest institutions holding both
| Firm | FEBU | BSTP |
|---|---|---|
| Osaic Holdings, Inc. | $56K | $4.7M |
| Cetera Investment Advisers | $245K | $3.6M |
| Susquehanna International Group, LLP | $684K | $2.1M |
| Commonwealth Equity Services, LLC | $747K | $1.6M |
| Kestra Advisory Services, LLC | $2.0M | $230K |
| LPL Financial LLC | $320K | $606K |
| IFP Advisors, Inc | $16K | $236 |
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: FEBU institutional holders, BSTP institutional holders.
Frequently asked questions
Do institutions hold both FEBU and BSTP?
7 Form 13F filers report positions in both, out of 53 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%.