SMTH vs BILS overlap
32 institutions report holding both SMTH and BILS.
SMTHBILS
Pick 2 to 4 ETFs.
We don’t have holdings for BILS. 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.
32
institutions report holding both, of 333 holding any
SMTH59.1% of its 13F dollars, 38.1% of its 84 holders
BILS38.4% of its 13F dollars, 11.4% of its 281 holders
Largest institutions holding both
| Firm | SMTH | BILS |
|---|---|---|
| Wealth Enhancement Advisory Services, LLC | $1.3B | $447K |
| LPL Financial LLC | $3.4M | $361.0M |
| Bank of America Corp. | $37.1M | $129.0M |
| Osaic Holdings, Inc. | $603K | $62.0M |
| Wells Fargo & Company | $893K | $59.9M |
| Morgan Stanley | $432K | $44.1M |
| Envestnet Asset Management Inc. | $883K | $42.8M |
| Integrated Wealth Concepts LLC | $55K | $40.3M |
| Raymond James Financial Inc. | $4.1M | $35.8M |
| Commonwealth Equity Services, LLC | $599K | $34.4M |
| Royal Bank of Canada | $573K | $23.8M |
| Meridian Wealth Management, LLC | $23.8M | $463K |
| AQR Capital Management LLC | $546K | $23.6M |
| Vise Technologies, Inc. | $20.4M | $684K |
| Principle Wealth Partners LLC | $16.5M | $434K |
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: SMTH institutional holders, BILS institutional holders.
Frequently asked questions
Do institutions hold both SMTH and BILS?
32 Form 13F filers report positions in both, out of 333 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%.