HODL vs BAR overlap
36 institutions report holding both HODL and BAR.
HODLBAR
Pick 2 to 4 ETFs.
We don’t have holdings for HODL, BAR. 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.
36
institutions report holding both, of 264 holding any
HODL8.6% of its 13F dollars, 28.1% of its 128 holders
BAR45.0% of its 13F dollars, 20.9% of its 172 holders
Largest institutions holding both
| Firm | HODL | BAR |
|---|---|---|
| Bank of America Corp. | $705K | $97.4M |
| Bank of New York Mellon Corp | $203K | $27.8M |
| Envestnet Asset Management Inc. | $247K | $25.0M |
| Royal Bank of Canada | $1K | $22.9M |
| Jane Street Group, LLC | $12.2M | $1.4M |
| MML Investors Services, LLC | $814K | $11.9M |
| Assetmark, Inc. | $11.6M | $13K |
| Osaic Holdings, Inc. | $10K | $10.7M |
| Mason & Associates Inc | $642K | $8.2M |
| Steward Partners Investment Advisory, LLC | $4.1M | $4.5M |
| Advyzon Investment Management, LLC | $253K | $8.4M |
| Northwestern Mutual Wealth Management Co | $6.2M | $927K |
| Commonwealth Equity Services, LLC | $816K | $4.1M |
| Cambridge Investment Research Advisors, Inc. | $546K | $4.2M |
| Sanctuary Advisors, LLC | $1.1M | $3.0M |
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: HODL institutional holders, BAR institutional holders.
Frequently asked questions
Do institutions hold both HODL and BAR?
36 Form 13F filers report positions in both, out of 264 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%.