SFLR vs BUFQ overlap
79 institutions report holding both SFLR and BUFQ.
SFLRBUFQ
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.
79
institutions report holding both, of 332 holding any
SFLR54.5% of its 13F dollars, 35.0% of its 226 holders
BUFQ79.7% of its 13F dollars, 42.7% of its 185 holders
Largest institutions holding both
| Firm | SFLR | BUFQ |
|---|---|---|
| LPL Financial LLC | $233.0M | $348.0M |
| Envestnet Asset Management Inc. | $189.6M | $57.0M |
| Cambridge Investment Research Advisors, Inc. | $71.5M | $26.3M |
| Cetera Investment Advisers | $24.7M | $72.3M |
| Kingsview Wealth Management, LLC | $92.8M | $772K |
| Commonwealth Equity Services, LLC | $61.4M | $29.9M |
| Osaic Holdings, Inc. | $27.1M | $42.8M |
| Stratos Wealth Partners, LTD. | $9.8M | $54.2M |
| Wells Fargo & Company | $7.8M | $40.5M |
| Raymond James Financial Inc. | $20.0M | $28.2M |
| NewEdge Advisors, LLC | $8.6M | $34.8M |
| MML Investors Services, LLC | $10.2M | $24.6M |
| Integrated Wealth Concepts LLC | $11.0M | $19.9M |
| Private Advisor Group, LLC | $10.8M | $19.1M |
| Brookstone Capital Management | $24.3M | $2.2M |
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, BUFQ institutional holders.
Frequently asked questions
Do institutions hold both SFLR and BUFQ?
79 Form 13F filers report positions in both, out of 332 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%.