FUTY vs BBRE overlap
FUTY and BBRE overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (FUTY: July 31, 2026, BBRE: May 31, 2026), so market moves and index changes between those dates lower the number. Funds tracking the same index can read well below their true overlap.
Top shared holdings
These funds hold nothing in common.
Overlap by weight adds up the smaller weight of each holding the funds share, so 100% means identical portfolios. Long securities only: derivatives and cash vehicles are left out. Sources: FUTY, SEC Form N-PORT, July 31, 2026; BBRE, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | FUTY | BBRE |
|---|---|---|
| JPMorgan Chase & Co | $861K | $461.8M |
| Bank of America Corp. | $402.2M | $39.5M |
| HighTower Advisors, LLC | $17.3M | $41.1M |
| LPL Financial LLC | $50.7M | $2.9M |
| Osaic Holdings, Inc. | $46.4M | $167K |
| Morgan Stanley | $21.9M | $15.7M |
| Northwestern Mutual Wealth Management Co | $3.2M | $14.5M |
| Concurrent Investment Advisors, LLC | $417K | $15.7M |
| Ameriprise Financial Inc. | $11.4M | $2.9M |
| Raymond James Financial Inc. | $6.1M | $875K |
| UBS Group AG | $4.3M | $1.1M |
| Steward Partners Investment Advisory, LLC | $5.3M | $13K |
| NewEdge Advisors, LLC | $4.4M | $16K |
| Royal Bank of Canada | $3.7M | $87K |
| FMR LLC | $3.5M | $17K |
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: FUTY institutional holders, BBRE institutional holders.
Frequently asked questions
How much do FUTY and BBRE overlap?
0.0% by weight, with 0 holdings in common, using holdings for FUTY as of July 31, 2026 and BBRE as of May 31, 2026.
Do institutions hold both FUTY and BBRE?
35 Form 13F filers report positions in both, out of 278 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%.