RSPS vs BAMV overlap
5 institutions report holding both RSPS and BAMV.
RSPSBAMV
Pick 2 to 4 ETFs.
We don’t have holdings for BAMV. 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.
5
institutions report holding both, of 123 holding any
RSPS4.9% of its 13F dollars, 4.4% of its 113 holders
BAMV0.3% of its 13F dollars, 33.3% of its 15 holders
Largest institutions holding both
| Firm | RSPS | BAMV |
|---|---|---|
| UBS Group AG | $2.2M | $56K |
| JPMorgan Chase & Co | $1.7M | $3K |
| Osaic Holdings, Inc. | $867K | $29K |
| Harbour Investments, Inc. | $95K | $140K |
| AE Wealth Management LLC | $37K | $46K |
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: RSPS institutional holders, BAMV institutional holders.
Frequently asked questions
Do institutions hold both RSPS and BAMV?
5 Form 13F filers report positions in both, out of 123 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%.