IAPR vs BUFY overlap
25 institutions report holding both IAPR and BUFY.
IAPRBUFY
Pick 2 to 4 ETFs.
We don’t have holdings for IAPR. 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.
25
institutions report holding both, of 150 holding any
IAPR33.9% of its 13F dollars, 22.1% of its 113 holders
BUFY58.2% of its 13F dollars, 40.3% of its 62 holders
Largest institutions holding both
| Firm | IAPR | BUFY |
|---|---|---|
| Commonwealth Equity Services, LLC | $8.5M | $17.4M |
| Janney Montgomery Scott LLC | $478K | $15.9M |
| Envestnet Asset Management Inc. | $2.2M | $12.8M |
| Cetera Investment Advisers | $4.4M | $7.9M |
| Osaic Holdings, Inc. | $3.4M | $3.9M |
| LPL Financial LLC | $4.1M | $2.8M |
| BIP Wealth, LLC | $3.4M | $660K |
| Tradition Wealth Management, LLC | $3.2M | $431K |
| Simplicity Wealth,LLC | $488K | $2.7M |
| Brookstone Capital Management | $2.0M | $899K |
| Kestra Advisory Services, LLC | $2.0M | $884K |
| Chris Bulman Inc | $2.0M | $496K |
| Opus Financial Solutions LLC | $634K | $1.8M |
| Old Mission Capital LLC | $1.1M | $1.4M |
| Cambridge Investment Research Advisors, Inc. | $800K | $1.6M |
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: IAPR institutional holders, BUFY institutional holders.
Frequently asked questions
Do institutions hold both IAPR and BUFY?
25 Form 13F filers report positions in both, out of 150 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%.