SBAR vs IBHH overlap
11 institutions report holding both SBAR and IBHH.
SBARIBHH
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.
11
institutions report holding both, of 165 holding any
SBAR34.3% of its 13F dollars, 15.5% of its 71 holders
IBHH12.6% of its 13F dollars, 10.5% of its 105 holders
Largest institutions holding both
| Firm | SBAR | IBHH |
|---|---|---|
| Bank of America Corp. | $69.8M | $5.5M |
| AE Wealth Management LLC | $16.3M | $172K |
| Envestnet Asset Management Inc. | $15.3M | $281K |
| Raymond James Financial Inc. | $1.3M | $7.1M |
| Morgan Stanley | $72 | $8.1M |
| Royal Bank of Canada | $156K | $6.4M |
| Cambridge Investment Research Advisors, Inc. | $844K | $4.9M |
| Wells Fargo & Company | $19 | $4.6M |
| Osaic Holdings, Inc. | $27K | $1.1M |
| Farther Finance Advisors, LLC | $149K | $141K |
| Harbour Investments, Inc. | $4K | $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: SBAR institutional holders, IBHH institutional holders.
Frequently asked questions
Do institutions hold both SBAR and IBHH?
11 Form 13F filers report positions in both, out of 165 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%.