RBUF vs ISEP overlap
13 institutions report holding both RBUF and ISEP.
RBUFISEP
Pick 2 to 4 ETFs.
We don’t have holdings for RBUF, ISEP. 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.
13
institutions report holding both, of 91 holding any
RBUF24.4% of its 13F dollars, 35.1% of its 37 holders
ISEP22.0% of its 13F dollars, 19.4% of its 67 holders
Largest institutions holding both
| Firm | RBUF | ISEP |
|---|---|---|
| Raymond James Financial Inc. | $4.1M | $2.2M |
| Cetera Investment Advisers | $3.7M | $2.2M |
| Commonwealth Equity Services, LLC | $338K | $2.8M |
| Osaic Holdings, Inc. | $349K | $1.2M |
| Kestra Advisory Services, LLC | $541K | $778K |
| Cambridge Investment Research Advisors, Inc. | $430K | $512K |
| Beacon Pointe Advisors, LLC | $594K | $240K |
| Harbour Investments, Inc. | $485K | $142K |
| AE Wealth Management LLC | $577K | $6K |
| Envestnet Asset Management Inc. | $295K | $262K |
| LPL Financial LLC | $240K | $243K |
| Farther Finance Advisors, LLC | $86K | $1K |
| IFP Advisors, Inc | $11K | $40K |
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: RBUF institutional holders, ISEP institutional holders.
Frequently asked questions
Do institutions hold both RBUF and ISEP?
13 Form 13F filers report positions in both, out of 91 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%.