SBAR vs GTIP overlap
9 institutions report holding both SBAR and GTIP.
SBARGTIP
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.
9
institutions report holding both, of 119 holding any
SBAR44.0% of its 13F dollars, 12.7% of its 71 holders
GTIP32.4% of its 13F dollars, 15.8% of its 57 holders
Largest institutions holding both
| Firm | SBAR | GTIP |
|---|---|---|
| Envestnet Asset Management Inc. | $15.3M | $56.9M |
| Bank of America Corp. | $69.8M | $1.3M |
| Principal Securities, Inc. | $30.1M | $7.2M |
| AE Wealth Management LLC | $16.3M | $9K |
| Raymond James Financial Inc. | $1.3M | $14.1M |
| Wells Fargo & Company | $19 | $10.3M |
| Morgan Stanley | $72 | $8.8M |
| Royal Bank of Canada | $156K | $131K |
| Osaic Holdings, Inc. | $27K | $217K |
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, GTIP institutional holders.
Frequently asked questions
Do institutions hold both SBAR and GTIP?
9 Form 13F filers report positions in both, out of 119 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%.