CWB vs BSCR overlap
CWB and BSCR overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
These funds hold nothing in common.
Overlap by weight adds up the smaller weight of each holding the funds share, so 100% means identical portfolios. Long securities only: derivatives and cash vehicles are left out. Sources: CWB, SEC Form N-PORT, June 30, 2026; BSCR, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | CWB | BSCR |
|---|---|---|
| Lido Advisors, LLC | $900K | $1.1B |
| Bank of America Corp. | $279.0M | $112.8M |
| Morgan Stanley | $161.4M | $201.3M |
| LPL Financial LLC | $175.6M | $147.2M |
| Wells Fargo & Company | $164.3M | $139.0M |
| Envestnet Asset Management Inc. | $216.2M | $22.9M |
| UBS Group AG | $52.8M | $150.8M |
| Raymond James Financial Inc. | $38.2M | $122.3M |
| Cetera Investment Advisers | $137.4M | $21.4M |
| Northwestern Mutual Wealth Management Co | $132.8M | $4.5M |
| Ameriprise Financial Inc. | $87.7M | $23.1M |
| Royal Bank of Canada | $42.0M | $51.4M |
| Cambridge Investment Research Advisors, Inc. | $61.5M | $23.0M |
| Assetmark, Inc. | $80.1M | $86K |
| PNC Financial Services Group, Inc. | $79.4M | $436K |
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: CWB institutional holders, BSCR institutional holders.
Frequently asked questions
How much do CWB and BSCR overlap?
0.0% by weight, with 0 holdings in common, using holdings for CWB as of June 30, 2026 and BSCR as of May 31, 2026.
Do institutions hold both CWB and BSCR?
145 Form 13F filers report positions in both, out of 821 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%.