GDE vs BNO overlap
9 institutions report holding both GDE and BNO.
GDEBNO
Pick 2 to 4 ETFs.
We don’t have holdings for BNO. 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.
9
institutions report holding both, of 118 holding any
GDE7.1% of its 13F dollars, 12.5% of its 72 holders
BNO5.2% of its 13F dollars, 16.4% of its 55 holders
Largest institutions holding both
| Firm | GDE | BNO |
|---|---|---|
| Wells Fargo & Company | $56K | $7.0M |
| Kestra Advisory Services, LLC | $6.1M | $269K |
| Susquehanna International Group, LLP | $3.5M | $461K |
| JPMorgan Chase & Co | $1.5M | $2.3M |
| Osaic Holdings, Inc. | $2.4M | $586K |
| Morgan Stanley | $2.2M | $170K |
| LPL Financial LLC | $538K | $488K |
| UBS Group AG | $482K | $22K |
| Federation des caisses Desjardins du Quebec | $11K | $122K |
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: GDE institutional holders, BNO institutional holders.
Frequently asked questions
Do institutions hold both GDE and BNO?
9 Form 13F filers report positions in both, out of 118 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%.