JBBB vs BILZ overlap
38 institutions report holding both JBBB and BILZ.
JBBBBILZ
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.
38
institutions report holding both, of 279 holding any
JBBB22.8% of its 13F dollars, 19.6% of its 194 holders
BILZ34.7% of its 13F dollars, 30.9% of its 123 holders
Largest institutions holding both
| Firm | JBBB | BILZ |
|---|---|---|
| AE Wealth Management LLC | $12.1M | $141.2M |
| LPL Financial LLC | $33.9M | $32.2M |
| Pathstone Holdings, LLC | $30.9M | $231K |
| Envestnet Asset Management Inc. | $22.7M | $1.5M |
| Goldman Sachs Group Inc. | $996K | $23.2M |
| UBS Group AG | $23.2M | $75K |
| Royal Bank of Canada | $6.4M | $11.4M |
| Tower Research Capital LLC (TRC) | $663 | $13.3M |
| Sanctuary Advisors, LLC | $11.1M | $915K |
| Susquehanna International Group, LLP | $956K | $10.4M |
| Private Advisory Group LLC | $2.6M | $6.7M |
| Osaic Holdings, Inc. | $4.9M | $3.1M |
| HRT Financial LP | $1.2M | $6.5M |
| Cambridge Investment Research Advisors, Inc. | $3.5M | $2.6M |
| Raymond James Financial Inc. | $5.3M | $442K |
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: JBBB institutional holders, BILZ institutional holders.
Frequently asked questions
Do institutions hold both JBBB and BILZ?
38 Form 13F filers report positions in both, out of 279 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%.