SEPT vs EBUF overlap
10 institutions report holding both SEPT and EBUF.
SEPTEBUF
Pick 2 to 4 ETFs.
We don’t have holdings for SEPT, EBUF. 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.
10
institutions report holding both, of 44 holding any
SEPT66.9% of its 13F dollars, 37.0% of its 27 holders
EBUF41.6% of its 13F dollars, 37.0% of its 27 holders
Largest institutions holding both
| Firm | SEPT | EBUF |
|---|---|---|
| Commonwealth Equity Services, LLC | $9.8M | $4.0M |
| Cetera Investment Advisers | $913K | $3.3M |
| Raymond James Financial Inc. | $1.9M | $241K |
| Osaic Holdings, Inc. | $2.0M | $67K |
| Independent Financial Group, LLC | $464K | $776K |
| Kestra Advisory Services, LLC | $379K | $734K |
| Harbour Investments, Inc. | $333K | $644K |
| Envestnet Asset Management Inc. | $536K | $296K |
| Farther Finance Advisors, LLC | $181K | $30K |
| IFP Advisors, Inc | $28K | $8K |
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: SEPT institutional holders, EBUF institutional holders.
Frequently asked questions
Do institutions hold both SEPT and EBUF?
10 Form 13F filers report positions in both, out of 44 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%.