UMAR vs BSEP overlap
42 institutions report holding both UMAR and BSEP.
UMARBSEP
Pick 2 to 4 ETFs.
We don’t have holdings for UMAR, BSEP. 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.
42
institutions report holding both, of 152 holding any
UMAR73.5% of its 13F dollars, 48.8% of its 86 holders
BSEP44.0% of its 13F dollars, 38.9% of its 108 holders
Largest institutions holding both
| Firm | UMAR | BSEP |
|---|---|---|
| Brookstone Capital Management | $55.9M | $1.1M |
| Osaic Holdings, Inc. | $4.2M | $11.0M |
| Commonwealth Equity Services, LLC | $3.3M | $11.8M |
| Lantz Financial LLC | $8.6M | $3.3M |
| Kestra Advisory Services, LLC | $4.7M | $4.0M |
| Raymond James Financial Inc. | $3.9M | $4.3M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | $6.4M | $431K |
| Caliber Wealth Management, LLC | $5.9M | $471K |
| Cetera Investment Advisers | $2.5M | $3.6M |
| Envestnet Asset Management Inc. | $1.5M | $3.2M |
| HighTower Advisors, LLC | $825K | $3.6M |
| Susquehanna International Group, LLP | $1.8M | $2.2M |
| Cambridge Investment Research Advisors, Inc. | $1.5M | $2.4M |
| Old Mission Capital LLC | $1.5M | $1.9M |
| WealthPLAN Partners, LLC | $581K | $2.0M |
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: UMAR institutional holders, BSEP institutional holders.
Frequently asked questions
Do institutions hold both UMAR and BSEP?
42 Form 13F filers report positions in both, out of 152 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%.