CRUX vs BSCV overlap
25 institutions report holding both CRUX and BSCV.
CRUXBSCV
Pick 2 to 4 ETFs.
We don’t have holdings for BSCV. 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.
25
institutions report holding both, of 244 holding any
CRUX91.2% of its 13F dollars, 51.0% of its 49 holders
BSCV32.0% of its 13F dollars, 11.4% of its 220 holders
Largest institutions holding both
| Firm | CRUX | BSCV |
|---|---|---|
| Ameriprise Financial Inc. | $746.7M | $8.4M |
| Bank of America Corp. | $397.9M | $35.7M |
| Morgan Stanley | $929 | $125.8M |
| LPL Financial LLC | $41.0M | $57.5M |
| Raymond James Financial Inc. | $1.2M | $70.3M |
| Wells Fargo & Company | $21.1M | $35.8M |
| Sanctuary Advisors, LLC | $39.2M | $7.4M |
| Royal Bank of Canada | $2.6M | $27.0M |
| Stifel Financial Corp. | $356K | $21.5M |
| Jones Financial Companies LLLP | $9.1M | $11.3M |
| J.W. Cole Advisors, Inc. | $12.8M | $1.4M |
| Osaic Holdings, Inc. | $4.2M | $9.0M |
| Envestnet Asset Management Inc. | $293K | $12.3M |
| Modern Wealth Management, LLC | $293K | $9.0M |
| Commonwealth Equity Services, LLC | $3.2M | $2.2M |
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: CRUX institutional holders, BSCV institutional holders.
Frequently asked questions
Do institutions hold both CRUX and BSCV?
25 Form 13F filers report positions in both, out of 244 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%.