BUFQ vs BUFC overlap
5 institutions report holding both BUFQ and BUFC.
BUFQBUFC
Pick 2 to 4 ETFs.
We don’t have holdings for BUFC. 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.
5
institutions report holding both, of 200 holding any
BUFQ31.7% of its 13F dollars, 2.7% of its 185 holders
BUFC0.7% of its 13F dollars, 25.0% of its 20 holders
Largest institutions holding both
| Firm | BUFQ | BUFC |
|---|---|---|
| LPL Financial LLC | $348.0M | $372K |
| NewEdge Advisors, LLC | $34.8M | $268K |
| HighTower Advisors, LLC | $739K | $2.9M |
| Ausdal Financial Partners, Inc. | $755K | $972K |
| Morgan Stanley | $4K | $1.1M |
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: BUFQ institutional holders, BUFC institutional holders.
Frequently asked questions
Do institutions hold both BUFQ and BUFC?
5 Form 13F filers report positions in both, out of 200 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%.