SPLB vs BILZ overlap
36 institutions report holding both SPLB and BILZ.
SPLBBILZ
Pick 2 to 4 ETFs.
We don’t have holdings for BILZ. 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 262 holding any
SPLB39.2% of its 13F dollars, 20.6% of its 175 holders
BILZ32.8% of its 13F dollars, 29.3% of its 123 holders
Largest institutions holding both
| Firm | SPLB | BILZ |
|---|---|---|
| AE Wealth Management LLC | $740K | $141.2M |
| LPL Financial LLC | $93.2M | $32.2M |
| Envestnet Asset Management Inc. | $103.6M | $1.5M |
| Goldman Sachs Group Inc. | $15.4M | $23.2M |
| Susquehanna International Group, LLP | $18.9M | $10.4M |
| Royal Bank of Canada | $9.9M | $11.4M |
| Morgan Stanley | $19.8M | $5K |
| Northwestern Mutual Wealth Management Co | $17.1M | $6K |
| Tower Research Capital LLC (TRC) | $14K | $13.3M |
| Osaic Holdings, Inc. | $6.1M | $3.1M |
| Raymond James Financial Inc. | $8.4M | $442K |
| Cambridge Investment Research Advisors, Inc. | $4.3M | $2.6M |
| NewEdge Advisors, LLC | $2.6M | $3.8M |
| Integrated Wealth Concepts LLC | $2.9M | $3.2M |
| MML Investors Services, LLC | $3.8M | $984K |
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: SPLB institutional holders, BILZ institutional holders.
Frequently asked questions
Do institutions hold both SPLB and BILZ?
36 Form 13F filers report positions in both, out of 262 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%.