MBBA vs LSAF overlap
6 institutions report holding both MBBA and LSAF.
MBBALSAF
Pick 2 to 4 ETFs.
We don’t have holdings for MBBA, LSAF. 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.
6
institutions report holding both, of 50 holding any
MBBA0.8% of its 13F dollars, 19.4% of its 31 holders
LSAF28.6% of its 13F dollars, 24.0% of its 25 holders
Largest institutions holding both
| Firm | MBBA | LSAF |
|---|---|---|
| LPL Financial LLC | $667K | $30.2M |
| JPMorgan Chase & Co | $106K | $12K |
| Steward Partners Investment Advisory, LLC | $3K | $111K |
| Osaic Holdings, Inc. | $77K | $21K |
| UBS Group AG | $3K | $90K |
| Global Retirement Partners, LLC | $3K | $27K |
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, LSAF institutional holders.
Frequently asked questions
Do institutions hold both MBBA and LSAF?
6 Form 13F filers report positions in both, out of 50 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%.