XLU vs BAI overlap
349 institutions report holding both XLU and BAI.
XLUBAI
Pick 2 to 4 ETFs.
We don’t have holdings for BAI. 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.
349
institutions report holding both, of 1,893 holding any
XLU63.0% of its 13F dollars, 22.1% of its 1,578 holders
BAI79.6% of its 13F dollars, 52.6% of its 664 holders
Largest institutions holding both
| Firm | XLU | BAI |
|---|---|---|
| Envestnet Asset Management Inc. | $308.3M | $3.0B |
| LPL Financial LLC | $690.4M | $1.4B |
| JPMorgan Chase & Co | $1.0B | $809.8M |
| Bank of America Corp. | $1.3B | $351.1M |
| Morgan Stanley | $997.4M | $537.8M |
| Ameriprise Financial Inc. | $388.9M | $485.6M |
| Raymond James Financial Inc. | $345.1M | $273.3M |
| Wells Fargo & Company | $605.2M | $1.3M |
| UBS Group AG | $432.4M | $101.3M |
| Cetera Investment Advisers | $131.9M | $269.7M |
| Royal Bank of Canada | $298.0M | $98.1M |
| MML Investors Services, LLC | $44.6M | $324.8M |
| Janney Montgomery Scott LLC | $158.1M | $162.9M |
| Park Avenue Securities LLC | $6.5M | $280.4M |
| Osaic Holdings, Inc. | $190.7M | $91.5M |
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: XLU institutional holders, BAI institutional holders.
Frequently asked questions
Do institutions hold both XLU and BAI?
349 Form 13F filers report positions in both, out of 1,893 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%.