OUNZ vs FBTC overlap
108 institutions report holding both OUNZ and FBTC.
OUNZFBTC
Pick 2 to 4 ETFs.
We don’t have holdings for OUNZ, FBTC. 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.
108
institutions report holding both, of 782 holding any
OUNZ39.1% of its 13F dollars, 40.3% of its 268 holders
FBTC22.8% of its 13F dollars, 17.4% of its 622 holders
Largest institutions holding both
| Firm | OUNZ | FBTC |
|---|---|---|
| LPL Financial LLC | $122.3M | $2.1M |
| Envestnet Asset Management Inc. | $40.6M | $33.7M |
| Cambridge Investment Research Advisors, Inc. | $49.7M | $19.6M |
| Cetera Investment Advisers | $38.9M | $21.1M |
| Raymond James Financial Inc. | $50.7M | $1.0M |
| Morgan Stanley | $2.1M | $48.7M |
| HighTower Advisors, LLC | $14.1M | $21.5M |
| Mariner, LLC | $900K | $32.5M |
| Susquehanna International Group, LLP | $5.8M | $21.5M |
| Osaic Holdings, Inc. | $17.2M | $9.3M |
| EverSource Wealth Advisors, LLC | $400K | $23.4M |
| MML Investors Services, LLC | $18.1M | $5.2M |
| Wealth Enhancement Advisory Services, LLC | $15.0M | $4.2M |
| Kiker Wealth Management, LLC | $16.3M | $456K |
| Sanctuary Advisors, LLC | $9.5M | $7.2M |
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: OUNZ institutional holders, FBTC institutional holders.
Frequently asked questions
Do institutions hold both OUNZ and FBTC?
108 Form 13F filers report positions in both, out of 782 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%.