FOCT vs BUFB overlap
36 institutions report holding both FOCT and BUFB.
FOCTBUFB
Pick 2 to 4 ETFs.
We don’t have holdings for FOCT, BUFB. 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.
36
institutions report holding both, of 204 holding any
FOCT52.1% of its 13F dollars, 25.0% of its 144 holders
BUFB49.3% of its 13F dollars, 37.5% of its 96 holders
Largest institutions holding both
| Firm | FOCT | BUFB |
|---|---|---|
| Raymond James Financial Inc. | $18.2M | $18.9M |
| Envestnet Asset Management Inc. | $26.6M | $9.9M |
| LPL Financial LLC | $7.7M | $18.0M |
| Osaic Holdings, Inc. | $10.1M | $8.0M |
| Cetera Investment Advisers | $9.1M | $6.7M |
| Commonwealth Equity Services, LLC | $6.5M | $6.6M |
| HighTower Advisors, LLC | $502K | $12.5M |
| MML Investors Services, LLC | $6.2M | $1.9M |
| Cambridge Investment Research Advisors, Inc. | $2.2M | $5.5M |
| Kestra Advisory Services, LLC | $4.3M | $1.9M |
| Brookstone Capital Management | $1.5M | $4.4M |
| Capital Analysts, LLC | $4.8M | $584K |
| Rockefeller Capital Management L.P. | $1.6M | $3.0M |
| Susquehanna International Group, LLP | $1.5M | $2.8M |
| Truist Financial Corp. | $2.3M | $746K |
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: FOCT institutional holders, BUFB institutional holders.
Frequently asked questions
Do institutions hold both FOCT and BUFB?
36 Form 13F filers report positions in both, out of 204 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%.