SBIO vs BILT overlap
6 institutions report holding both SBIO and BILT.
SBIOBILT
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.
6
institutions report holding both, of 99 holding any
SBIO18.4% of its 13F dollars, 9.2% of its 65 holders
BILT5.9% of its 13F dollars, 15.0% of its 40 holders
Largest institutions holding both
| Firm | SBIO | BILT |
|---|---|---|
| UBS Group AG | $11.6M | $392 |
| Morgan Stanley | $2.6M | $3.4M |
| Osaic Holdings, Inc. | $458K | $277K |
| AE Wealth Management LLC | $970 | $552K |
| Arax Advisory Partners | $14K | $181K |
| Global Retirement Partners, LLC | $4K | $5K |
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: SBIO institutional holders, BILT institutional holders.
Frequently asked questions
Do institutions hold both SBIO and BILT?
6 Form 13F filers report positions in both, out of 99 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%.