MTGP vs BAMB overlap
2 institutions report holding both MTGP and BAMB.
MTGPBAMB
Pick 2 to 4 ETFs.
We don’t have holdings for BAMB. 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.
2
institutions report holding both, of 51 holding any
MTGP2.7% of its 13F dollars, 4.4% of its 45 holders
BAMB0.2% of its 13F dollars, 25.0% of its 8 holders
Largest institutions holding both
| Firm | MTGP | BAMB |
|---|---|---|
| Harbour Investments, Inc. | $1.4M | $86K |
| UBS Group AG | $36K | $4K |
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: MTGP institutional holders, BAMB institutional holders.
Frequently asked questions
Do institutions hold both MTGP and BAMB?
2 Form 13F filers report positions in both, out of 51 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%.