SPBC vs GBUG overlap
3 institutions report holding both SPBC and GBUG.
SPBCGBUG
Pick 2 to 4 ETFs.
We don’t have holdings for GBUG. 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 51 holding any
SPBC2.9% of its 13F dollars, 15.0% of its 20 holders
GBUG1.7% of its 13F dollars, 8.8% of its 34 holders
Largest institutions holding both
| Firm | SPBC | GBUG |
|---|---|---|
| Citadel Advisors LLC | $310K | $280K |
| UBS Group AG | $97K | $105K |
| Osaic Holdings, Inc. | $167K | $17K |
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: SPBC institutional holders, GBUG institutional holders.
Frequently asked questions
Do institutions hold both SPBC and GBUG?
3 Form 13F filers report positions in both, out of 51 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%.