MLRG vs BBHL overlap
13 institutions report holding both MLRG and BBHL.
MLRGBBHL
Pick 2 to 4 ETFs.
We don’t have holdings for BBHL. 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.
13
institutions report holding both, of 206 holding any
MLRG15.6% of its 13F dollars, 6.8% of its 191 holders
BBHL3.0% of its 13F dollars, 46.4% of its 28 holders
Largest institutions holding both
| Firm | MLRG | BBHL |
|---|---|---|
| JPMorgan Chase & Co | $17.8M | $78K |
| Osaic Holdings, Inc. | $16.4M | $8K |
| Bank of America Corp. | $11.7M | $732K |
| Beacon Pointe Advisors, LLC | $336K | $11.4M |
| Royal Bank of Canada | $10.6M | $640K |
| UBS Group AG | $10.1M | $11K |
| Wells Fargo & Company | $7.8M | $370K |
| FMR LLC | $2.7M | $14K |
| HighTower Advisors, LLC | $1.6M | $668K |
| Wealthspire Advisors, LLC | $230K | $815K |
| Fifth Third Bancorp | $786K | $105K |
| Assetmark, Inc. | $9K | $191K |
| Key Financial Inc | $29K | $3K |
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: MLRG institutional holders, BBHL institutional holders.
Frequently asked questions
Do institutions hold both MLRG and BBHL?
13 Form 13F filers report positions in both, out of 206 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%.