SPYI vs BMOP overlap
39 institutions report holding both SPYI and BMOP.
SPYIBMOP
Pick 2 to 4 ETFs.
We don’t have holdings for BMOP. 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.
39
institutions report holding both, of 479 holding any
SPYI34.5% of its 13F dollars, 8.7% of its 448 holders
BMOP98.3% of its 13F dollars, 55.7% of its 70 holders
Largest institutions holding both
| Firm | SPYI | BMOP |
|---|---|---|
| Bank of New York Mellon Corp | $717K | $1.7B |
| LPL Financial LLC | $279.1M | $498K |
| Royal Bank of Canada | $66.1M | $885K |
| UBS Group AG | $54.9M | $175K |
| MML Investors Services, LLC | $46.9M | $1.9M |
| Envestnet Asset Management Inc. | $37.7M | $1.6M |
| Stifel Financial Corp. | $35.7M | $1.1M |
| Farther Finance Advisors, LLC | $14.6M | $303 |
| Steward Partners Investment Advisory, LLC | $12.2M | $124K |
| HUB Investment Partners, LLC | $9.8M | $680K |
| Belpointe Asset Management LLC | $7.0M | $1.3M |
| Osaic Holdings, Inc. | $7.6M | $30K |
| Northwestern Mutual Wealth Management Co | $7.1M | $38K |
| Integrated Wealth Concepts LLC | $5.2M | $300K |
| Sigma Planning Corp | $3.1M | $498K |
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: SPYI institutional holders, BMOP institutional holders.
Frequently asked questions
Do institutions hold both SPYI and BMOP?
39 Form 13F filers report positions in both, out of 479 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%.