XBB vs BKMS overlap
2 institutions report holding both XBB and BKMS.
XBBBKMS
Pick 2 to 4 ETFs.
We don’t have holdings for BKMS. 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.
2
institutions report holding both, of 55 holding any
XBB0.0% of its 13F dollars, 6.7% of its 30 holders
BKMS0.1% of its 13F dollars, 7.4% of its 27 holders
Largest institutions holding both
| Firm | XBB | BKMS |
|---|---|---|
| Morgan Stanley | $205 | $357K |
| Osaic Holdings, Inc. | $14K | $8K |
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: XBB institutional holders, BKMS institutional holders.
Frequently asked questions
Do institutions hold both XBB and BKMS?
2 Form 13F filers report positions in both, out of 55 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%.