NTRL vs BITI overlap
4 institutions report holding both NTRL and BITI.
NTRLBITI
Pick 2 to 4 ETFs.
We don’t have holdings for NTRL. 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 49 holding any
NTRL2.0% of its 13F dollars, 13.3% of its 30 holders
BITI0.1% of its 13F dollars, 17.4% of its 23 holders
Largest institutions holding both
| Firm | NTRL | BITI |
|---|---|---|
| Osaic Holdings, Inc. | $135K | $1K |
| Harbour Investments, Inc. | $62K | $290 |
| Highline Wealth Partners LLC | $44K | $6K |
| UBS Group AG | $23K | $2K |
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: NTRL institutional holders, BITI institutional holders.
Frequently asked questions
Do institutions hold both NTRL and BITI?
4 Form 13F filers report positions in both, out of 49 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%.