IBDY vs BILZ overlap
27 institutions report holding both IBDY and BILZ.
IBDYBILZ
Pick 2 to 4 ETFs.
We don’t have holdings for BILZ. 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.
27
institutions report holding both, of 264 holding any
IBDY21.9% of its 13F dollars, 16.1% of its 168 holders
BILZ37.8% of its 13F dollars, 21.9% of its 123 holders
Largest institutions holding both
| Firm | IBDY | BILZ |
|---|---|---|
| AE Wealth Management LLC | $11K | $141.2M |
| Morgan Stanley | $60.2M | $5K |
| Captrust Financial Advisors | $1.1M | $47.7M |
| LPL Financial LLC | $10.0M | $32.2M |
| Goldman Sachs Group Inc. | $310K | $23.2M |
| Royal Bank of Canada | $9.6M | $11.4M |
| Parallel Advisors, LLC | $6.0M | $13.9M |
| Raymond James Financial Inc. | $19.0M | $442K |
| UBS Group AG | $15.9M | $75K |
| Susquehanna International Group, LLP | $5.3M | $10.4M |
| Janney Montgomery Scott LLC | $10.7M | $2.5M |
| Commonwealth Equity Services, LLC | $11.2M | $1.9M |
| Kestra Advisory Services, LLC | $8.6M | $499K |
| Citadel Advisors LLC | $4.8M | $3.2M |
| Krilogy Financial LLC | $5.3M | $205K |
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: IBDY institutional holders, BILZ institutional holders.
Frequently asked questions
Do institutions hold both IBDY and BILZ?
27 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%.