LIAM vs FBUF overlap
1 institutions report holding both LIAM and FBUF.
LIAMFBUF
Pick 2 to 4 ETFs.
We don’t have holdings for LIAM. 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.
1
institutions report holding both, of 17 holding any
LIAM0.6% of its 13F dollars, 25.0% of its 4 holders
FBUF0.2% of its 13F dollars, 7.1% of its 14 holders
Largest institutions holding both
| Firm | LIAM | FBUF |
|---|---|---|
| UBS Group AG | $30K | $10K |
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: LIAM institutional holders, FBUF institutional holders.
Frequently asked questions
Do institutions hold both LIAM and FBUF?
1 Form 13F filers report positions in both, out of 17 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%.