GMF vs BIDD overlap
24 institutions report holding both GMF and BIDD.
GMFBIDD
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.
24
institutions report holding both, of 146 holding any
GMF19.4% of its 13F dollars, 29.6% of its 81 holders
BIDD54.0% of its 13F dollars, 27.0% of its 89 holders
Largest institutions holding both
| Firm | GMF | BIDD |
|---|---|---|
| Morgan Stanley | $8.0M | $28.0M |
| Bank of America Corp. | $953K | $28.6M |
| LPL Financial LLC | $6.0M | $15.2M |
| Wells Fargo & Company | $15.4M | $245K |
| Raymond James Financial Inc. | $1.3M | $10.7M |
| Osaic Holdings, Inc. | $152K | $8.2M |
| JPMorgan Chase & Co | $274K | $7.2M |
| UBS Group AG | $1.6M | $5.6M |
| Susquehanna International Group, LLP | $2.0M | $3.4M |
| Ameriprise Financial Inc. | $1.0M | $4.2M |
| Cetera Investment Advisers | $1.8M | $3.2M |
| Kestra Advisory Services, LLC | $222K | $3.9M |
| Goldman Sachs Group Inc. | $3.2M | $266K |
| Rockefeller Capital Management L.P. | $844K | $1.1M |
| Royal Bank of Canada | $725K | $495K |
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: GMF institutional holders, BIDD institutional holders.
Frequently asked questions
Do institutions hold both GMF and BIDD?
24 Form 13F filers report positions in both, out of 146 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%.