CORP vs BSCW overlap
48 institutions report holding both CORP and BSCW.
CORPBSCW
Pick 2 to 4 ETFs.
We don’t have holdings for BSCW. 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.
48
institutions report holding both, of 314 holding any
CORP65.1% of its 13F dollars, 25.0% of its 192 holders
BSCW61.5% of its 13F dollars, 28.2% of its 170 holders
Largest institutions holding both
| Firm | CORP | BSCW |
|---|---|---|
| Bank of America Corp. | $439.6M | $14.7M |
| Morgan Stanley | $81.6M | $120.3M |
| Aptus Capital Advisors, LLC | $2K | $182.6M |
| LPL Financial LLC | $113.5M | $49.4M |
| Raymond James Financial Inc. | $5.3M | $99.5M |
| Wells Fargo & Company | $8.1M | $55.8M |
| UBS Group AG | $20.1M | $43.4M |
| Royal Bank of Canada | $9.3M | $21.1M |
| Envestnet Asset Management Inc. | $8.1M | $20.8M |
| Baird Financial Group, Inc. | $2.8M | $17.1M |
| Jones Financial Companies LLLP | $9.9M | $9.9M |
| Modern Wealth Management, LLC | $7.7M | $7.9M |
| Osaic Holdings, Inc. | $5.1M | $10.3M |
| MML Investors Services, LLC | $7.7M | $7.5M |
| Cetera Investment Advisers | $10.5M | $4.2M |
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: CORP institutional holders, BSCW institutional holders.
Frequently asked questions
Do institutions hold both CORP and BSCW?
48 Form 13F filers report positions in both, out of 314 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%.