SPAL vs BRKU overlap
3 institutions report holding both SPAL and BRKU.
SPALBRKU
Pick 2 to 4 ETFs.
We don’t have holdings for SPAL. 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.
3
institutions report holding both, of 11 holding any
SPAL43.6% of its 13F dollars, 37.5% of its 8 holders
BRKU49.1% of its 13F dollars, 50.0% of its 6 holders
Largest institutions holding both
| Firm | SPAL | BRKU |
|---|---|---|
| Optiver Holding B.V. | $583K | $693K |
| GTS Securities LLC | $523K | $573K |
| SBI Securities Co., Ltd. | $17K | $6K |
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: SPAL institutional holders, BRKU institutional holders.
Frequently asked questions
Do institutions hold both SPAL and BRKU?
3 Form 13F filers report positions in both, out of 11 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%.