INDS vs BILT overlap
12 institutions report holding both INDS and BILT.
INDSBILT
Pick 2 to 4 ETFs.
We don’t have holdings for BILT. 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.
12
institutions report holding both, of 98 holding any
INDS23.6% of its 13F dollars, 17.1% of its 70 holders
BILT50.7% of its 13F dollars, 30.0% of its 40 holders
Largest institutions holding both
| Firm | INDS | BILT |
|---|---|---|
| Envestnet Asset Management Inc. | $2.9M | $19.1M |
| Jane Street Group, LLC | $345K | $11.2M |
| Morgan Stanley | $7.1M | $3.4M |
| Northwestern Mutual Wealth Management Co | $4.9M | $841 |
| Assetmark, Inc. | $7K | $3.0M |
| Park Avenue Securities LLC | $420K | $1.2M |
| Osaic Holdings, Inc. | $946K | $277K |
| UBS Group AG | $287K | $392 |
| Integrated Wealth Concepts LLC | $21K | $119K |
| Fifth Third Bancorp | $66K | $37K |
| Global Retirement Partners, LLC | $26K | $5K |
| Signature Equity Partners, LLC | $1K | $1K |
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: INDS institutional holders, BILT institutional holders.
Frequently asked questions
Do institutions hold both INDS and BILT?
12 Form 13F filers report positions in both, out of 98 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%.