BSCY vs AGZ overlap
30 institutions report holding both BSCY and AGZ.
BSCYAGZ
Pick 2 to 4 ETFs.
We don’t have holdings for BSCY. 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.
30
institutions report holding both, of 205 holding any
BSCY48.6% of its 13F dollars, 31.6% of its 95 holders
AGZ35.8% of its 13F dollars, 21.4% of its 140 holders
Largest institutions holding both
| Firm | BSCY | AGZ |
|---|---|---|
| Raymond James Financial Inc. | $59.4M | $35.9M |
| Stifel Financial Corp. | $483K | $52.3M |
| UBS Group AG | $27.4M | $11.5M |
| LPL Financial LLC | $29.2M | $5.5M |
| Wells Fargo & Company | $24.7M | $5.8M |
| Morgan Stanley | $8.7M | $7.6M |
| Bank of America Corp. | $5.3M | $7.3M |
| Osaic Holdings, Inc. | $4.3M | $6.9M |
| Ameriprise Financial Inc. | $1.9M | $7.4M |
| Jones Financial Companies LLLP | $8.0M | $155K |
| Citadel Advisors LLC | $7.5M | $323K |
| Jane Street Group, LLC | $6.1M | $419K |
| Envestnet Asset Management Inc. | $3.4M | $2.1M |
| Cetera Investment Advisers | $3.3M | $986K |
| Royal Bank of Canada | $3.9M | $241K |
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: BSCY institutional holders, AGZ institutional holders.
Frequently asked questions
Do institutions hold both BSCY and AGZ?
30 Form 13F filers report positions in both, out of 205 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%.