ONEV vs BSOL overlap
12 institutions report holding both ONEV and BSOL.
ONEVBSOL
Pick 2 to 4 ETFs.
We don’t have holdings for BSOL. 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.
12
institutions report holding both, of 136 holding any
ONEV4.4% of its 13F dollars, 14.1% of its 85 holders
BSOL36.8% of its 13F dollars, 19.1% of its 63 holders
Largest institutions holding both
| Firm | ONEV | BSOL |
|---|---|---|
| Goldman Sachs Group Inc. | $4.8M | $39.0M |
| Morgan Stanley | $25K | $27.1M |
| Citadel Advisors LLC | $422K | $16.8M |
| Susquehanna International Group, LLP | $1.3M | $4.2M |
| Jane Street Group, LLC | $416K | $4.7M |
| PNC Financial Services Group, Inc. | $1.7M | $38K |
| SOA Wealth Advisors, LLC. | $1.7M | $1K |
| Keystone Financial Services, LLC | $262K | $189K |
| UBS Group AG | $100K | $57K |
| Farther Finance Advisors, LLC | $50K | $92K |
| Integrated Wealth Concepts LLC | $67K | $6K |
| JPMorgan Chase & Co | $45K | $340 |
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: ONEV institutional holders, BSOL institutional holders.
Frequently asked questions
Do institutions hold both ONEV and BSOL?
12 Form 13F filers report positions in both, out of 136 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%.