XLY vs BAI overlap
336 institutions report holding both XLY and BAI.
XLYBAI
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.
336
institutions report holding both, of 1,637 holding any
XLY71.1% of its 13F dollars, 25.7% of its 1,309 holders
BAI81.6% of its 13F dollars, 50.6% of its 664 holders
Largest institutions holding both
| Firm | XLY | BAI |
|---|---|---|
| Bank of America Corp. | $4.6B | $351.1M |
| Envestnet Asset Management Inc. | $327.5M | $3.0B |
| JPMorgan Chase & Co | $1.5B | $809.8M |
| LPL Financial LLC | $328.4M | $1.4B |
| Morgan Stanley | $953.1M | $537.8M |
| Ameriprise Financial Inc. | $298.2M | $485.6M |
| Wells Fargo & Company | $683.9M | $1.3M |
| Raymond James Financial Inc. | $366.0M | $273.3M |
| UBS Group AG | $483.1M | $101.3M |
| Focus Partners Wealth | $354.5M | $80.0M |
| Goldman Sachs Group Inc. | $417.2M | $259K |
| MML Investors Services, LLC | $28.5M | $324.8M |
| Janney Montgomery Scott LLC | $189.0M | $162.9M |
| Cetera Investment Advisers | $63.4M | $269.7M |
| Park Avenue Securities LLC | $7.3M | $280.4M |
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: XLY institutional holders, BAI institutional holders.
Frequently asked questions
Do institutions hold both XLY and BAI?
336 Form 13F filers report positions in both, out of 1,637 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%.