SFLR vs BALT overlap
116 institutions report holding both SFLR and BALT.
SFLRBALT
Pick 2 to 4 ETFs.
We don’t have holdings for SFLR, BALT. 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.
116
institutions report holding both, of 408 holding any
SFLR60.5% of its 13F dollars, 51.3% of its 226 holders
BALT57.2% of its 13F dollars, 38.9% of its 298 holders
Largest institutions holding both
| Firm | SFLR | BALT |
|---|---|---|
| LPL Financial LLC | $233.0M | $82.0M |
| Envestnet Asset Management Inc. | $189.6M | $66.5M |
| Kingsview Wealth Management, LLC | $92.8M | $47.5M |
| Osaic Holdings, Inc. | $27.1M | $93.0M |
| Raymond James Financial Inc. | $20.0M | $94.5M |
| Commonwealth Equity Services, LLC | $61.4M | $42.4M |
| Cambridge Investment Research Advisors, Inc. | $71.5M | $16.5M |
| Cetera Investment Advisers | $24.7M | $60.7M |
| Brookstone Capital Management | $24.3M | $34.5M |
| Foundations Investment Advisors, LLC | $3.5M | $47.4M |
| NewEdge Advisors, LLC | $8.6M | $24.6M |
| AE Wealth Management LLC | $10.8M | $14.6M |
| Visionary Wealth Advisors | $6.3M | $18.9M |
| Archer Investment Corp | $4K | $22.5M |
| Centaurus Financial, Inc. | $253K | $21.3M |
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: SFLR institutional holders, BALT institutional holders.
Frequently asked questions
Do institutions hold both SFLR and BALT?
116 Form 13F filers report positions in both, out of 408 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%.