SBIL vs LMBS overlap
4 institutions report holding both SBIL and LMBS.
SBILLMBS
Pick 2 to 4 ETFs.
We don’t have holdings for SBIL. 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.
4
institutions report holding both, of 458 holding any
SBIL0.1% of its 13F dollars, 57.1% of its 7 holders
LMBS3.5% of its 13F dollars, 0.9% of its 455 holders
Largest institutions holding both
| Firm | SBIL | LMBS |
|---|---|---|
| Royal Bank of Canada | $19K | $167.2M |
| Citadel Advisors LLC | $2.7M | $6.8M |
| JPMorgan Chase & Co | $27K | $5.7M |
| BNP Paribas Financial Markets | $458K | $17K |
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: SBIL institutional holders, LMBS institutional holders.
Frequently asked questions
Do institutions hold both SBIL and LMBS?
4 Form 13F filers report positions in both, out of 458 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%.