HOLA vs BUFS overlap
HOLA and BUFS overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (HOLA: July 31, 2026, BUFS: 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: HOLA, SEC Form N-PORT, July 31, 2026; BUFS, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | HOLA | BUFS |
|---|---|---|
| Envestnet Asset Management Inc. | $246K | $22.3M |
| Cambridge Investment Research Advisors, Inc. | $479K | $15.2M |
| Cetera Investment Advisers | $2.8M | $10.2M |
| Osaic Holdings, Inc. | $4.8M | $7.5M |
| Raymond James Financial Inc. | $666K | $9.8M |
| LPL Financial LLC | $9.2M | $467K |
| MML Investors Services, LLC | $323K | $8.5M |
| Farther Finance Advisors, LLC | $4.0M | $28K |
| Commonwealth Equity Services, LLC | $1.9M | $736K |
| Integrated Wealth Concepts LLC | $162K | $1.9M |
| Citadel Advisors LLC | $262K | $888K |
| Capital Analysts, LLC | $314K | $809K |
| Tradition Wealth Management, LLC | $633K | $358K |
| IFP Advisors, Inc | $164K | $713K |
| Mariner, LLC | $235K | $301K |
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: HOLA institutional holders, BUFS institutional holders.
Frequently asked questions
How much do HOLA and BUFS overlap?
0.0% by weight, with 0 holdings in common, using holdings for HOLA as of July 31, 2026 and BUFS as of May 31, 2026.
Do institutions hold both HOLA and BUFS?
15 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%.