BSCX vs BIZD overlap
48 institutions report holding both BSCX and BIZD.
BSCXBIZD
Pick 2 to 4 ETFs.
We don’t have holdings for BSCX. 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.
48
institutions report holding both, of 346 holding any
BSCX36.2% of its 13F dollars, 37.5% of its 128 holders
BIZD54.4% of its 13F dollars, 18.1% of its 266 holders
Largest institutions holding both
| Firm | BSCX | BIZD |
|---|---|---|
| Bank of America Corp. | $9.3M | $130.7M |
| Morgan Stanley | $27.6M | $108.1M |
| LPL Financial LLC | $44.4M | $36.2M |
| Raymond James Financial Inc. | $71.9M | $5.6M |
| Wells Fargo & Company | $19.3M | $48.7M |
| Apollon Wealth Management, LLC | $6.1M | $18.0M |
| Janney Montgomery Scott LLC | $14.0M | $1.7M |
| Royal Bank of Canada | $8.4M | $6.9M |
| Goldman Sachs Group Inc. | $11.9M | $958K |
| Equitable Holdings, Inc. | $6.4M | $5.8M |
| Osaic Holdings, Inc. | $6.3M | $3.0M |
| Envestnet Asset Management Inc. | $3.4M | $5.4M |
| UBS Group AG | $2.1M | $6.0M |
| Lido Advisors, LLC | $4.2M | $2.9M |
| Stifel Financial Corp. | $731K | $5.9M |
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: BSCX institutional holders, BIZD institutional holders.
Frequently asked questions
Do institutions hold both BSCX and BIZD?
48 Form 13F filers report positions in both, out of 346 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%.