GSEP vs BMAY overlap
33 institutions report holding both GSEP and BMAY.
GSEPBMAY
Pick 2 to 4 ETFs.
We don’t have holdings for GSEP, BMAY. 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.
33
institutions report holding both, of 180 holding any
GSEP64.7% of its 13F dollars, 29.2% of its 113 holders
BMAY30.0% of its 13F dollars, 33.0% of its 100 holders
Largest institutions holding both
| Firm | GSEP | BMAY |
|---|---|---|
| Commonwealth Equity Services, LLC | $18.3M | $5.5M |
| Osaic Holdings, Inc. | $14.3M | $6.6M |
| Raymond James Financial Inc. | $10.7M | $9.2M |
| Envestnet Asset Management Inc. | $13.2M | $4.2M |
| Cetera Investment Advisers | $12.0M | $3.1M |
| LPL Financial LLC | $11.3M | $1.9M |
| Kestra Advisory Services, LLC | $10.8M | $1.3M |
| MML Investors Services, LLC | $6.4M | $2.5M |
| Blue Bell Private Wealth Management, LLC | $135K | $4.5M |
| Susquehanna International Group, LLP | $1.1M | $2.6M |
| Cambridge Investment Research Advisors, Inc. | $1.7M | $1.0M |
| Truist Financial Corp. | $1.1M | $934K |
| Citadel Advisors LLC | $1.6M | $370K |
| HighTower Advisors, LLC | $760K | $1.2M |
| Diligent Investors, LLC | $613K | $1.3M |
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: GSEP institutional holders, BMAY institutional holders.
Frequently asked questions
Do institutions hold both GSEP and BMAY?
33 Form 13F filers report positions in both, out of 180 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%.