RING vs BAR overlap
66 institutions report holding both RING and BAR.
RINGBAR
Pick 2 to 4 ETFs.
We don’t have holdings for BAR. 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.
66
institutions report holding both, of 315 holding any
RING32.3% of its 13F dollars, 31.6% of its 209 holders
BAR53.5% of its 13F dollars, 38.4% of its 172 holders
Largest institutions holding both
| Firm | RING | BAR |
|---|---|---|
| Bank of America Corp. | $16.7M | $97.4M |
| LPL Financial LLC | $25.6M | $27.4M |
| Morgan Stanley | $40.2M | $2.7M |
| Royal Bank of Canada | $6.1M | $22.9M |
| Envestnet Asset Management Inc. | $4.0M | $25.0M |
| HighTower Advisors, LLC | $19.2M | $2.0M |
| Rockefeller Capital Management L.P. | $462K | $17.9M |
| Cetera Investment Advisers | $5.5M | $12.2M |
| Wells Fargo & Company | $16.5M | $674K |
| Osaic Holdings, Inc. | $6.0M | $10.7M |
| Raymond James Financial Inc. | $10.3M | $6.2M |
| Cambridge Investment Research Advisors, Inc. | $11.3M | $4.2M |
| MML Investors Services, LLC | $2.1M | $11.9M |
| Arax Advisory Partners | $617K | $8.6M |
| Assetmark, Inc. | $8.5M | $13K |
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: RING institutional holders, BAR institutional holders.
Frequently asked questions
Do institutions hold both RING and BAR?
66 Form 13F filers report positions in both, out of 315 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%.