WEEI vs BRLN overlap
4 institutions report holding both WEEI and BRLN.
WEEIBRLN
Pick 2 to 4 ETFs.
We don’t have holdings for WEEI, BRLN. 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.
4
institutions report holding both, of 41 holding any
WEEI39.4% of its 13F dollars, 25.0% of its 16 holders
BRLN38.5% of its 13F dollars, 13.8% of its 29 holders
Largest institutions holding both
| Firm | WEEI | BRLN |
|---|---|---|
| LPL Financial LLC | $8.5M | $6.6M |
| Jane Street Group, LLC | $260K | $1.3M |
| Royal Bank of Canada | $8K | $662K |
| Osaic Holdings, Inc. | $118K | $11K |
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: WEEI institutional holders, BRLN institutional holders.
Frequently asked questions
Do institutions hold both WEEI and BRLN?
4 Form 13F filers report positions in both, out of 41 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%.