PATN vs BAMG overlap
2 institutions report holding both PATN and BAMG.
PATNBAMG
Pick 2 to 4 ETFs.
We don’t have holdings for BAMG. 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 59 holding any
PATN8.0% of its 13F dollars, 4.3% of its 46 holders
BAMG0.1% of its 13F dollars, 13.3% of its 15 holders
Largest institutions holding both
| Firm | PATN | BAMG |
|---|---|---|
| Osaic Holdings, Inc. | $9.0M | $38K |
| Harbour Investments, Inc. | $2.4M | $165K |
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: PATN institutional holders, BAMG institutional holders.
Frequently asked questions
Do institutions hold both PATN and BAMG?
2 Form 13F filers report positions in both, out of 59 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%.