BSTP vs APOC overlap
18 institutions report holding both BSTP and APOC.
BSTPAPOC
Pick 2 to 4 ETFs.
We don’t have holdings for BSTP, APOC. 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.
18
institutions report holding both, of 73 holding any
BSTP36.5% of its 13F dollars, 46.1% of its 39 holders
APOC29.9% of its 13F dollars, 34.6% of its 52 holders
Largest institutions holding both
| Firm | BSTP | APOC |
|---|---|---|
| Osaic Holdings, Inc. | $4.7M | $5.2M |
| Cetera Investment Advisers | $3.6M | $843K |
| Susquehanna International Group, LLP | $2.1M | $727K |
| Commonwealth Equity Services, LLC | $1.6M | $1000K |
| HighTower Advisors, LLC | $1.0M | $1.4M |
| Brookstone Capital Management | $1.1M | $649K |
| Old Mission Capital LLC | $430K | $621K |
| KFG Wealth Management, LLC | $224K | $748K |
| Captrust Financial Advisors | $234K | $564K |
| Allworth Financial LP | $33K | $555K |
| Citadel Advisors LLC | $312K | $235K |
| Merit Financial Group, LLC | $307K | $233K |
| Kestra Advisory Services, LLC | $230K | $282K |
| IFP Advisors, Inc | $236 | $274K |
| JPMorgan Chase & Co | $214K | $2K |
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: BSTP institutional holders, APOC institutional holders.
Frequently asked questions
Do institutions hold both BSTP and APOC?
18 Form 13F filers report positions in both, out of 73 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%.