SBAR vs GMUB overlap
5 institutions report holding both SBAR and GMUB.
SBARGMUB
Pick 2 to 4 ETFs.
We don’t have holdings for SBAR. 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 127 holding any
SBAR10.6% of its 13F dollars, 7.0% of its 71 holders
GMUB6.5% of its 13F dollars, 8.2% of its 61 holders
Largest institutions holding both
| Firm | SBAR | GMUB |
|---|---|---|
| Envestnet Asset Management Inc. | $15.3M | $14.8M |
| AE Wealth Management LLC | $16.3M | $381K |
| Farther Finance Advisors, LLC | $149K | $3.6M |
| Royal Bank of Canada | $156K | $510K |
| Osaic Holdings, Inc. | $27K | $54K |
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: SBAR institutional holders, GMUB institutional holders.
Frequently asked questions
Do institutions hold both SBAR and GMUB?
5 Form 13F filers report positions in both, out of 127 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%.