TABD vs BSMV overlap
2 institutions report holding both TABD and BSMV.
TABDBSMV
Pick 2 to 4 ETFs.
We don’t have holdings for BSMV. 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.
2
institutions report holding both, of 90 holding any
TABD0.8% of its 13F dollars, 28.6% of its 7 holders
BSMV1.5% of its 13F dollars, 2.4% of its 85 holders
Largest institutions holding both
| Firm | TABD | BSMV |
|---|---|---|
| Jane Street Group, LLC | $992K | $1.4M |
| Royal Bank of Canada | $25K | $471K |
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: TABD institutional holders, BSMV institutional holders.
Frequently asked questions
Do institutions hold both TABD and BSMV?
2 Form 13F filers report positions in both, out of 90 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%.