SFLR vs BUFD overlap
94 institutions report holding both SFLR and BUFD.
SFLRBUFD
Pick 2 to 4 ETFs.
We don’t have holdings for SFLR. 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.
94
institutions report holding both, of 348 holding any
SFLR57.1% of its 13F dollars, 41.6% of its 226 holders
BUFD65.4% of its 13F dollars, 43.5% of its 216 holders
Largest institutions holding both
| Firm | SFLR | BUFD |
|---|---|---|
| LPL Financial LLC | $233.0M | $335.3M |
| Envestnet Asset Management Inc. | $189.6M | $90.2M |
| Osaic Holdings, Inc. | $27.1M | $68.6M |
| Kingsview Wealth Management, LLC | $92.8M | $2.5M |
| Cetera Investment Advisers | $24.7M | $68.4M |
| Cambridge Investment Research Advisors, Inc. | $71.5M | $15.9M |
| Commonwealth Equity Services, LLC | $61.4M | $22.7M |
| Raymond James Financial Inc. | $20.0M | $41.3M |
| Brookstone Capital Management | $24.3M | $26.3M |
| Wells Fargo & Company | $7.8M | $36.1M |
| MML Investors Services, LLC | $10.2M | $23.8M |
| Integrated Wealth Concepts LLC | $11.0M | $21.8M |
| Kestra Advisory Services, LLC | $5.6M | $26.1M |
| Harbour Investments, Inc. | $3.7M | $27.1M |
| Truist Financial Corp. | $1.8M | $25.3M |
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, BUFD institutional holders.
Frequently asked questions
Do institutions hold both SFLR and BUFD?
94 Form 13F filers report positions in both, out of 348 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%.