MEM vs BLDX overlap
4 institutions report holding both MEM and BLDX.
MEMBLDX
Pick 2 to 4 ETFs.
We don’t have holdings for BLDX. 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.
4
institutions report holding both, of 48 holding any
MEM18.8% of its 13F dollars, 16.0% of its 25 holders
BLDX31.2% of its 13F dollars, 14.8% of its 27 holders
Largest institutions holding both
| Firm | MEM | BLDX |
|---|---|---|
| Millstone Evans Group, LLC | $6K | $10.5M |
| Greenwich Wealth Management LLC | $5.3M | $682K |
| Jane Street Group, LLC | $638K | $941K |
| Osaic Holdings, Inc. | $1.4M | $74K |
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: MEM institutional holders, BLDX institutional holders.
Frequently asked questions
Do institutions hold both MEM and BLDX?
4 Form 13F filers report positions in both, out of 48 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%.