CMDY vs BCHP overlap
9 institutions report holding both CMDY and BCHP.
CMDYBCHP
Pick 2 to 4 ETFs.
We don’t have holdings for CMDY. 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.
9
institutions report holding both, of 84 holding any
CMDY20.6% of its 13F dollars, 11.5% of its 78 holders
BCHP99.5% of its 13F dollars, 60.0% of its 15 holders
Largest institutions holding both
| Firm | CMDY | BCHP |
|---|---|---|
| Principal Securities, Inc. | $14.9M | $154.1M |
| Envestnet Asset Management Inc. | $22.7M | $139.0M |
| Raymond James Financial Inc. | $5.3M | $11.6M |
| Osaic Holdings, Inc. | $9.6M | $5K |
| LPL Financial LLC | $8.6M | $635K |
| Jane Street Group, LLC | $994K | $371K |
| Susquehanna International Group, LLP | $859K | $395K |
| Commonwealth Equity Services, LLC | $283K | $848K |
| CoreCap Advisors, LLC | $13K | $53K |
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: CMDY institutional holders, BCHP institutional holders.
Frequently asked questions
Do institutions hold both CMDY and BCHP?
9 Form 13F filers report positions in both, out of 84 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%.