RSPE vs BAMY overlap
1 institutions report holding both RSPE and BAMY.
RSPEBAMY
Pick 2 to 4 ETFs.
We don’t have holdings for RSPE, BAMY. 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.
1
institutions report holding both, of 41 holding any
RSPE0.9% of its 13F dollars, 3.1% of its 32 holders
BAMY0.0% of its 13F dollars, 10.0% of its 10 holders
Largest institutions holding both
| Firm | RSPE | BAMY |
|---|---|---|
| Osaic Holdings, Inc. | $388K | $16K |
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: RSPE institutional holders, BAMY institutional holders.
Frequently asked questions
Do institutions hold both RSPE and BAMY?
1 Form 13F filers report positions in both, out of 41 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%.