MBBA vs GSEU overlap
8 institutions report holding both MBBA and GSEU.
MBBAGSEU
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.
8
institutions report holding both, of 56 holding any
MBBA10.4% of its 13F dollars, 25.8% of its 31 holders
GSEU9.4% of its 13F dollars, 24.2% of its 33 holders
Largest institutions holding both
| Firm | MBBA | GSEU |
|---|---|---|
| LPL Financial LLC | $667K | $9.3M |
| Raymond James Financial Inc. | $4.4M | $312K |
| BlackRock, Inc. | $4.7M | $971 |
| Morgan Stanley | $1.1M | $256K |
| Rockefeller Capital Management L.P. | $59K | $77K |
| Wells Fargo & Company | $102K | $76 |
| Osaic Holdings, Inc. | $77K | $16K |
| UBS Group AG | $3K | $17K |
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, GSEU institutional holders.
Frequently asked questions
Do institutions hold both MBBA and GSEU?
8 Form 13F filers report positions in both, out of 56 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%.