ULST vs SBAR overlap
12 institutions report holding both ULST and SBAR.
ULSTSBAR
Pick 2 to 4 ETFs.
We don’t have holdings for SBAR. 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.
12
institutions report holding both, of 176 holding any
ULST20.3% of its 13F dollars, 10.3% of its 117 holders
SBAR34.6% of its 13F dollars, 16.9% of its 71 holders
Largest institutions holding both
| Firm | ULST | SBAR |
|---|---|---|
| Bank of America Corp. | $11.0M | $69.8M |
| Morgan Stanley | $31.0M | $72 |
| Envestnet Asset Management Inc. | $1.1M | $15.3M |
| AE Wealth Management LLC | $8K | $16.3M |
| Raymond James Financial Inc. | $11.0M | $1.3M |
| Authentikos Wealth Advisory, LLC | $1.2M | $1.6M |
| Royal Bank of Canada | $2.4M | $156K |
| Osaic Holdings, Inc. | $2.0M | $27K |
| Steward Partners Investment Advisory, LLC | $877K | $13K |
| Harbour Investments, Inc. | $467K | $4K |
| Wealth Enhancement Trust Services, Inc. | $526 | $41K |
| Wells Fargo & Company | $15 | $19 |
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: ULST institutional holders, SBAR institutional holders.
Frequently asked questions
Do institutions hold both ULST and SBAR?
12 Form 13F filers report positions in both, out of 176 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%.