BSMW vs BNDI overlap
13 institutions report holding both BSMW and BNDI.
BSMWBNDI
Pick 2 to 4 ETFs.
We don’t have holdings for BSMW. 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.
13
institutions report holding both, of 88 holding any
BSMW32.5% of its 13F dollars, 18.8% of its 69 holders
BNDI8.5% of its 13F dollars, 40.6% of its 32 holders
Largest institutions holding both
| Firm | BSMW | BNDI |
|---|---|---|
| LPL Financial LLC | $11.5M | $5.9M |
| Morgan Stanley | $13.0M | $52 |
| Envestnet Asset Management Inc. | $3.2M | $2.8M |
| Wells Fargo & Company | $5.9M | $32 |
| HighTower Advisors, LLC | $2.4M | $940K |
| Northwestern Mutual Wealth Management Co | $2.0M | $94 |
| Osaic Holdings, Inc. | $1.6M | $33K |
| Susquehanna International Group, LLP | $621K | $470K |
| Integrated Wealth Concepts LLC | $926K | $81K |
| Jane Street Group, LLC | $485K | $345K |
| Private Trust Co NA | $36K | $297K |
| Harbour Investments, Inc. | $303K | $16K |
| Capital Analysts, LLC | $46K | $60K |
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: BSMW institutional holders, BNDI institutional holders.
Frequently asked questions
Do institutions hold both BSMW and BNDI?
13 Form 13F filers report positions in both, out of 88 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%.