INCE vs BBBI overlap
5 institutions report holding both INCE and BBBI.
INCEBBBI
Pick 2 to 4 ETFs.
We don’t have holdings for BBBI. 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.
5
institutions report holding both, of 63 holding any
INCE3.4% of its 13F dollars, 11.1% of its 45 holders
BBBI9.5% of its 13F dollars, 21.7% of its 23 holders
Largest institutions holding both
| Firm | INCE | BBBI |
|---|---|---|
| Cetera Investment Advisers | $1.6M | $3.9M |
| Commonwealth Equity Services, LLC | $794K | $2.6M |
| JPMorgan Chase & Co | $42K | $443K |
| Global Retirement Partners, LLC | $91K | $73K |
| Morgan Stanley | $4K | $6K |
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: INCE institutional holders, BBBI institutional holders.
Frequently asked questions
Do institutions hold both INCE and BBBI?
5 Form 13F filers report positions in both, out of 63 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%.