USTB vs BMOP overlap
25 institutions report holding both USTB and BMOP.
USTBBMOP
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.
25
institutions report holding both, of 194 holding any
USTB26.4% of its 13F dollars, 16.8% of its 149 holders
BMOP98.0% of its 13F dollars, 35.7% of its 70 holders
Largest institutions holding both
| Firm | USTB | BMOP |
|---|---|---|
| Bank of New York Mellon Corp | $3.2M | $1.7B |
| Morgan Stanley | $149.9M | $239K |
| Bank of America Corp. | $88.1M | $820K |
| LPL Financial LLC | $80.7M | $498K |
| Wells Fargo & Company | $45.6M | $203K |
| Stifel Financial Corp. | $17.4M | $1.1M |
| Royal Bank of Canada | $13.7M | $885K |
| Integrated Wealth Concepts LLC | $12.3M | $300K |
| Northwestern Mutual Wealth Management Co | $11.2M | $38K |
| Osaic Holdings, Inc. | $11.0M | $30K |
| Steward Partners Investment Advisory, LLC | $10.9M | $124K |
| Envestnet Asset Management Inc. | $8.7M | $1.6M |
| MML Investors Services, LLC | $7.5M | $1.9M |
| UBS Group AG | $6.0M | $175K |
| Equitable Holdings, Inc. | $4.9M | $500K |
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: USTB institutional holders, BMOP institutional holders.
Frequently asked questions
Do institutions hold both USTB and BMOP?
25 Form 13F filers report positions in both, out of 194 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%.