CVSB vs BSCZ overlap
9 institutions report holding both CVSB and BSCZ.
CVSBBSCZ
Pick 2 to 4 ETFs.
We don’t have holdings for BSCZ. 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 111 holding any
CVSB78.8% of its 13F dollars, 18.4% of its 49 holders
BSCZ16.1% of its 13F dollars, 12.7% of its 71 holders
Largest institutions holding both
| Firm | CVSB | BSCZ |
|---|---|---|
| Morgan Stanley | $114.7M | $3.2M |
| LPL Financial LLC | $13.9M | $10.4M |
| Osaic Holdings, Inc. | $1.3M | $3.6M |
| Commonwealth Equity Services, LLC | $3.3M | $374K |
| Envestnet Asset Management Inc. | $351K | $3.0M |
| Citadel Advisors LLC | $275K | $2.7M |
| Cetera Investment Advisers | $621K | $2.3M |
| Cambridge Investment Research Advisors, Inc. | $910K | $1.7M |
| UBS Group AG | $6K | $273K |
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: CVSB institutional holders, BSCZ institutional holders.
Frequently asked questions
Do institutions hold both CVSB and BSCZ?
9 Form 13F filers report positions in both, out of 111 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%.