HBTA vs BSOL overlap
2 institutions report holding both HBTA and BSOL.
HBTABSOL
Pick 2 to 4 ETFs.
We don’t have holdings for BSOL. 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.
2
institutions report holding both, of 85 holding any
HBTA0.0% of its 13F dollars, 8.3% of its 24 holders
BSOL10.8% of its 13F dollars, 3.2% of its 63 holders
Largest institutions holding both
| Firm | HBTA | BSOL |
|---|---|---|
| Morgan Stanley | $1K | $27.1M |
| UBS Group AG | $30K | $57K |
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: HBTA institutional holders, BSOL institutional holders.
Frequently asked questions
Do institutions hold both HBTA and BSOL?
2 Form 13F filers report positions in both, out of 85 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%.