RSPF vs BAMG overlap
6 institutions report holding both RSPF and BAMG.
RSPFBAMG
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.
6
institutions report holding both, of 115 holding any
RSPF9.0% of its 13F dollars, 5.7% of its 106 holders
BAMG2.3% of its 13F dollars, 40.0% of its 15 holders
Largest institutions holding both
| Firm | RSPF | BAMG |
|---|---|---|
| JPMorgan Chase & Co | $5.0M | $35K |
| Arkadios Wealth Advisors | $1.3M | $2.9M |
| UBS Group AG | $3.2M | $15K |
| Harbour Investments, Inc. | $1.4M | $165K |
| Osaic Holdings, Inc. | $1.2M | $38K |
| AE Wealth Management LLC | $60K | $52K |
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: RSPF institutional holders, BAMG institutional holders.
Frequently asked questions
Do institutions hold both RSPF and BAMG?
6 Form 13F filers report positions in both, out of 115 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%.