UNOV vs IBUF overlap
14 institutions report holding both UNOV and IBUF.
UNOVIBUF
Pick 2 to 4 ETFs.
We don’t have holdings for UNOV, IBUF. 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.
14
institutions report holding both, of 102 holding any
UNOV31.1% of its 13F dollars, 18.2% of its 77 holders
IBUF47.3% of its 13F dollars, 35.9% of its 39 holders
Largest institutions holding both
| Firm | UNOV | IBUF |
|---|---|---|
| Osaic Holdings, Inc. | $5.5M | $6.1M |
| Captrust Financial Advisors | $249K | $7.8M |
| Raymond James Financial Inc. | $553K | $6.3M |
| Cambridge Investment Research Advisors, Inc. | $1.8M | $4.5M |
| Cetera Investment Advisers | $961K | $4.2M |
| IFP Advisors, Inc | $3.9M | $7K |
| Kestra Advisory Services, LLC | $2.4M | $1.0M |
| Commonwealth Equity Services, LLC | $2.4M | $288K |
| AE Wealth Management LLC | $1.7M | $576K |
| Envestnet Asset Management Inc. | $1.8M | $327K |
| Independent Financial Group, LLC | $293K | $1.8M |
| Centaurus Financial, Inc. | $172K | $1.8M |
| LPL Financial LLC | $1.6M | $284K |
| Harbour Investments, Inc. | $176K | $760K |
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: UNOV institutional holders, IBUF institutional holders.
Frequently asked questions
Do institutions hold both UNOV and IBUF?
14 Form 13F filers report positions in both, out of 102 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%.