MBBA vs FYEE overlap
10 institutions report holding both MBBA and FYEE.
MBBAFYEE
Pick 2 to 4 ETFs.
We don’t have holdings for MBBA. 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.
10
institutions report holding both, of 74 holding any
MBBA44.1% of its 13F dollars, 32.3% of its 31 holders
FYEE35.5% of its 13F dollars, 18.9% of its 53 holders
Largest institutions holding both
| Firm | MBBA | FYEE |
|---|---|---|
| Envestnet Asset Management Inc. | $44.1M | $488K |
| Commonwealth Equity Services, LLC | $369K | $20.3M |
| LPL Financial LLC | $667K | $14.0M |
| NewEdge Advisors, LLC | $3K | $2.0M |
| Citadel Advisors LLC | $931K | $509K |
| Royal Bank of Canada | $487K | $90K |
| Flagship Harbor Advisors, LLC | $241K | $265K |
| Global Retirement Partners, LLC | $3K | $161K |
| Osaic Holdings, Inc. | $77K | $53K |
| JPMorgan Chase & Co | $106K | $33 |
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: MBBA institutional holders, FYEE institutional holders.
Frequently asked questions
Do institutions hold both MBBA and FYEE?
10 Form 13F filers report positions in both, out of 74 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%.