MAYW vs BAPR overlap
24 institutions report holding both MAYW and BAPR.
MAYWBAPR
Pick 2 to 4 ETFs.
We don’t have holdings for MAYW, BAPR. 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.
24
institutions report holding both, of 173 holding any
MAYW59.1% of its 13F dollars, 32.4% of its 74 holders
BAPR15.8% of its 13F dollars, 19.5% of its 123 holders
Largest institutions holding both
| Firm | MAYW | BAPR |
|---|---|---|
| AE Wealth Management LLC | $129.0M | $388K |
| LPL Financial LLC | $9.8M | $9.9M |
| Osaic Holdings, Inc. | $9.8M | $6.6M |
| Commonwealth Equity Services, LLC | $9.8M | $4.8M |
| Envestnet Asset Management Inc. | $4.2M | $5.8M |
| Outlook Wealth Advisors, LLC | $6.6M | $797K |
| Cambridge Investment Research Advisors, Inc. | $3.7M | $3.2M |
| Cetera Investment Advisers | $1.9M | $4.3M |
| Raymond James Financial Inc. | $2.1M | $3.8M |
| Kestra Advisory Services, LLC | $4.0M | $1.4M |
| FSA Advisors, Inc. | $2.8M | $788K |
| Spire Wealth Management | $2.0M | $1.4M |
| Susquehanna International Group, LLP | $2.5M | $459K |
| MML Investors Services, LLC | $804K | $2.1M |
| World Investment Advisors | $1.7M | $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: MAYW institutional holders, BAPR institutional holders.
Frequently asked questions
Do institutions hold both MAYW and BAPR?
24 Form 13F filers report positions in both, out of 173 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%.