YLDE vs BTCO overlap
14 institutions report holding both YLDE and BTCO.
YLDEBTCO
Pick 2 to 4 ETFs.
We don’t have holdings for BTCO. 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.
14
institutions report holding both, of 84 holding any
YLDE63.7% of its 13F dollars, 29.8% of its 47 holders
BTCO36.4% of its 13F dollars, 27.4% of its 51 holders
Largest institutions holding both
| Firm | YLDE | BTCO |
|---|---|---|
| LPL Financial LLC | $52.5M | $5.4M |
| Susquehanna International Group, LLP | $1.5M | $18.5M |
| Wells Fargo & Company | $20 | $12.9M |
| Cetera Investment Advisers | $4.9M | $2.1M |
| Private Advisor Group, LLC | $5.0M | $523K |
| Envestnet Asset Management Inc. | $3.1M | $477K |
| Royal Bank of Canada | $2.5M | $6K |
| Brookstone Capital Management | $1.3M | $558K |
| JPMorgan Chase & Co | $409K | $6K |
| Morgan Stanley | $95K | $119K |
| Integrated Wealth Concepts LLC | $8K | $103K |
| Harbour Investments, Inc. | $94K | $3K |
| AdvisorNet Financial, Inc | $27K | $63K |
| IFG Advisory, LLC | $4K | $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: YLDE institutional holders, BTCO institutional holders.
Frequently asked questions
Do institutions hold both YLDE and BTCO?
14 Form 13F filers report positions in both, out of 84 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%.