RING vs BTC overlap
94 institutions report holding both RING and BTC.
RINGBTC
Pick 2 to 4 ETFs.
We don’t have holdings for BTC. 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.
94
institutions report holding both, of 577 holding any
RING52.0% of its 13F dollars, 45.0% of its 209 holders
BTC22.6% of its 13F dollars, 20.4% of its 462 holders
Largest institutions holding both
| Firm | RING | BTC |
|---|---|---|
| Wells Fargo & Company | $16.5M | $66.6M |
| BlackRock, Inc. | $65.9M | $7K |
| Morgan Stanley | $40.2M | $22.3M |
| LPL Financial LLC | $25.6M | $9.4M |
| HighTower Advisors, LLC | $19.2M | $9.3M |
| Bank of America Corp. | $16.7M | $2.2M |
| Cambridge Investment Research Advisors, Inc. | $11.3M | $7.4M |
| Proficio Capital Partners LLC | $14.5M | $688K |
| Steward Partners Investment Advisory, LLC | $125K | $13.4M |
| Assetmark, Inc. | $8.5M | $4.5M |
| Bank of Montreal | $12.6M | $253K |
| 180 Wealth Advisors, LLC | $10.6M | $467K |
| Envestnet Asset Management Inc. | $4.0M | $7.1M |
| Raymond James Financial Inc. | $10.3M | $466K |
| MML Investors Services, LLC | $2.1M | $7.4M |
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, BTC institutional holders.
Frequently asked questions
Do institutions hold both RING and BTC?
94 Form 13F filers report positions in both, out of 577 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%.