RTH vs BILT overlap
13 institutions report holding both RTH and BILT.
RTHBILT
Pick 2 to 4 ETFs.
We don’t have holdings for BILT. 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.
13
institutions report holding both, of 103 holding any
RTH15.4% of its 13F dollars, 17.1% of its 76 holders
BILT43.0% of its 13F dollars, 32.5% of its 40 holders
Largest institutions holding both
| Firm | RTH | BILT |
|---|---|---|
| Envestnet Asset Management Inc. | $1.8M | $19.1M |
| MML Investors Services, LLC | $1.8M | $4.7M |
| Morgan Stanley | $2.8M | $3.4M |
| Osaic Holdings, Inc. | $4.0M | $277K |
| Assetmark, Inc. | $4K | $3.0M |
| Park Avenue Securities LLC | $758K | $1.2M |
| Northwestern Mutual Wealth Management Co | $1.9M | $841 |
| AE Wealth Management LLC | $31K | $552K |
| UBS Group AG | $242K | $392 |
| Arax Advisory Partners | $18K | $181K |
| Integrated Wealth Concepts LLC | $2K | $119K |
| Global Retirement Partners, LLC | $8K | $5K |
| IFP Advisors, Inc | $1K | $2K |
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: RTH institutional holders, BILT institutional holders.
Frequently asked questions
Do institutions hold both RTH and BILT?
13 Form 13F filers report positions in both, out of 103 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%.