OMAH vs BRHY overlap
9 institutions report holding both OMAH and BRHY.
OMAHBRHY
Pick 2 to 4 ETFs.
We don’t have holdings for BRHY. 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.
9
institutions report holding both, of 103 holding any
OMAH21.3% of its 13F dollars, 10.0% of its 90 holders
BRHY10.0% of its 13F dollars, 40.9% of its 22 holders
Largest institutions holding both
| Firm | OMAH | BRHY |
|---|---|---|
| Merit Financial Group, LLC | $19.5M | $958K |
| Kestra Advisory Services, LLC | $1.8M | $8.7M |
| Larson Financial Group LLC | $2.2M | $11K |
| Commonwealth Equity Services, LLC | $1.3M | $386K |
| Redhawk Wealth Advisors, Inc. | $208K | $1.4M |
| JPMorgan Chase & Co | $850 | $189K |
| Osaic Holdings, Inc. | $40K | $26K |
| Morgan Stanley | $106 | $10K |
| Wells Fargo & Company | $1K | $37 |
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: OMAH institutional holders, BRHY institutional holders.
Frequently asked questions
Do institutions hold both OMAH and BRHY?
9 Form 13F filers report positions in both, out of 103 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%.