IAT vs BENJ overlap
6 institutions report holding both IAT and BENJ.
IATBENJ
Pick 2 to 4 ETFs.
We don’t have holdings for BENJ. 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.
6
institutions report holding both, of 184 holding any
IAT11.2% of its 13F dollars, 3.5% of its 173 holders
BENJ77.0% of its 13F dollars, 35.3% of its 17 holders
Largest institutions holding both
| Firm | IAT | BENJ |
|---|---|---|
| Cambridge Investment Research Advisors, Inc. | $5.3M | $80.5M |
| Envestnet Asset Management Inc. | $1.3M | $74.8M |
| LPL Financial LLC | $14.9M | $46.6M |
| Cetera Investment Advisers | $3.6M | $44.3M |
| US Bancorp | $7.3M | $45K |
| Osaic Holdings, Inc. | $3.1M | $648K |
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: IAT institutional holders, BENJ institutional holders.
Frequently asked questions
Do institutions hold both IAT and BENJ?
6 Form 13F filers report positions in both, out of 184 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%.