TIPX vs BMOP overlap
27 institutions report holding both TIPX and BMOP.
TIPXBMOP
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.
27
institutions report holding both, of 195 holding any
TIPX23.8% of its 13F dollars, 17.8% of its 152 holders
BMOP0.6% of its 13F dollars, 38.6% of its 70 holders
Largest institutions holding both
| Firm | TIPX | BMOP |
|---|---|---|
| UBS Group AG | $284.6M | $175K |
| LPL Financial LLC | $56.6M | $498K |
| St Germain D J Co Inc. | $32.3M | $86K |
| Envestnet Asset Management Inc. | $19.3M | $1.6M |
| Morgan Stanley | $6.9M | $239K |
| Assetmark, Inc. | $6.4M | $2K |
| Bank of America Corp. | $4.2M | $820K |
| Royal Bank of Canada | $3.4M | $885K |
| NewEdge Advisors, LLC | $3.6M | $243K |
| Stifel Financial Corp. | $2.0M | $1.1M |
| MML Investors Services, LLC | $914K | $1.9M |
| Rockefeller Capital Management L.P. | $2.8M | $30K |
| Equitable Holdings, Inc. | $1.6M | $500K |
| Wells Fargo & Company | $1.5M | $203K |
| Global Retirement Partners, LLC | $536K | $680K |
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: TIPX institutional holders, BMOP institutional holders.
Frequently asked questions
Do institutions hold both TIPX and BMOP?
27 Form 13F filers report positions in both, out of 195 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%.