IBUF vs EOCT overlap
16 institutions report holding both IBUF and EOCT.
IBUFEOCT
Pick 2 to 4 ETFs.
We don’t have holdings for IBUF, EOCT. 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.
16
institutions report holding both, of 94 holding any
IBUF45.6% of its 13F dollars, 41.0% of its 39 holders
EOCT29.0% of its 13F dollars, 22.5% of its 71 holders
Largest institutions holding both
| Firm | IBUF | EOCT |
|---|---|---|
| Commonwealth Equity Services, LLC | $288K | $9.6M |
| Captrust Financial Advisors | $7.8M | $398K |
| Raymond James Financial Inc. | $6.3M | $831K |
| Osaic Holdings, Inc. | $6.1M | $918K |
| Cetera Investment Advisers | $4.2M | $2.1M |
| Cambridge Investment Research Advisors, Inc. | $4.5M | $496K |
| Kestra Advisory Services, LLC | $1.0M | $3.5M |
| BFI Wealth Solutions, LLC | $1.3M | $1.5M |
| Envestnet Asset Management Inc. | $327K | $1.2M |
| Belpointe Asset Management LLC | $334K | $606K |
| Harbour Investments, Inc. | $760K | $15K |
| Wealthgarden F.S. LLC | $523K | $224K |
| LPL Financial LLC | $284K | $417K |
| AE Wealth Management LLC | $576K | $14K |
| IFP Advisors, Inc | $7K | $453K |
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: IBUF institutional holders, EOCT institutional holders.
Frequently asked questions
Do institutions hold both IBUF and EOCT?
16 Form 13F filers report positions in both, out of 94 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%.