FEMB vs BIDD overlap
28 institutions report holding both FEMB and BIDD.
FEMBBIDD
Pick 2 to 4 ETFs.
We don’t have holdings for BIDD. 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.
28
institutions report holding both, of 161 holding any
FEMB66.1% of its 13F dollars, 28.0% of its 100 holders
BIDD49.8% of its 13F dollars, 31.5% of its 89 holders
Largest institutions holding both
| Firm | FEMB | BIDD |
|---|---|---|
| Morgan Stanley | $51.9M | $28.0M |
| LPL Financial LLC | $33.9M | $15.2M |
| Envestnet Asset Management Inc. | $7.0M | $13.2M |
| Osaic Holdings, Inc. | $9.9M | $8.2M |
| MML Investors Services, LLC | $443K | $16.1M |
| Raymond James Financial Inc. | $3.7M | $10.7M |
| Royal Bank of Canada | $11.7M | $495K |
| Wells Fargo & Company | $11.6M | $245K |
| First Trust Advisors LP | $9.8M | $243K |
| Cetera Investment Advisers | $3.2M | $3.2M |
| UBS Group AG | $123K | $5.6M |
| Kestra Advisory Services, LLC | $225K | $3.9M |
| Cambridge Investment Research Advisors, Inc. | $2.7M | $646K |
| Jones Financial Companies LLLP | $614 | $2.8M |
| NewEdge Advisors, LLC | $2.2M | $8K |
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: FEMB institutional holders, BIDD institutional holders.
Frequently asked questions
Do institutions hold both FEMB and BIDD?
28 Form 13F filers report positions in both, out of 161 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%.