COM vs BTCO overlap
15 institutions report holding both COM and BTCO.
COMBTCO
Pick 2 to 4 ETFs.
We don’t have holdings for COM, BTCO. 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.
15
institutions report holding both, of 107 holding any
COM17.6% of its 13F dollars, 21.1% of its 71 holders
BTCO36.5% of its 13F dollars, 29.4% of its 51 holders
Largest institutions holding both
| Firm | COM | BTCO |
|---|---|---|
| Susquehanna International Group, LLP | $788K | $18.5M |
| Wells Fargo & Company | $1K | $12.9M |
| LPL Financial LLC | $3.3M | $5.4M |
| Cambridge Investment Research Advisors, Inc. | $6.0M | $660K |
| Royal Bank of Canada | $4.3M | $6K |
| Cetera Investment Advisers | $470K | $2.1M |
| Envestnet Asset Management Inc. | $1.8M | $477K |
| TD Waterhouse Canada Inc. | $1.1M | $35K |
| Morgan Stanley | $874K | $119K |
| Flow Traders U.S. LLC | $486K | $324K |
| Geneos Wealth Management Inc. | $134K | $150K |
| Fiduciary Financial Advisors | $181K | $60K |
| Simplex Trading, LLC | $92K | $68K |
| Clearstead Advisors, LLC | $7K | $58K |
| JPMorgan Chase & Co | $423 | $6K |
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: COM institutional holders, BTCO institutional holders.
Frequently asked questions
Do institutions hold both COM and BTCO?
15 Form 13F filers report positions in both, out of 107 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%.