PAPR vs BUFZ overlap
57 institutions report holding both PAPR and BUFZ.
PAPRBUFZ
Pick 2 to 4 ETFs.
We don’t have holdings for PAPR. 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.
57
institutions report holding both, of 319 holding any
PAPR33.1% of its 13F dollars, 24.4% of its 234 holders
BUFZ66.3% of its 13F dollars, 40.1% of its 142 holders
Largest institutions holding both
| Firm | PAPR | BUFZ |
|---|---|---|
| LPL Financial LLC | $16.4M | $129.3M |
| Raymond James Financial Inc. | $17.9M | $108.3M |
| Osaic Holdings, Inc. | $30.0M | $43.4M |
| Envestnet Asset Management Inc. | $16.2M | $38.0M |
| Kestra Advisory Services, LLC | $13.8M | $30.3M |
| Cetera Investment Advisers | $11.8M | $31.0M |
| Commonwealth Equity Services, LLC | $11.0M | $25.3M |
| Truist Financial Corp. | $5.5M | $23.9M |
| Cambridge Investment Research Advisors, Inc. | $21.4M | $6.3M |
| Jacobi Capital Management LLC | $1.3M | $26.4M |
| Wealth Enhancement Advisory Services, LLC | $11.6M | $5.8M |
| CreativeOne Wealth, LLC | $2.8M | $12.1M |
| Janney Montgomery Scott LLC | $12.9M | $1.3M |
| HighTower Advisors, LLC | $12.9M | $752K |
| MML Investors Services, LLC | $7.7M | $4.5M |
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: PAPR institutional holders, BUFZ institutional holders.
Frequently asked questions
Do institutions hold both PAPR and BUFZ?
57 Form 13F filers report positions in both, out of 319 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%.