DSCO vs BBLU overlap
7 institutions report holding both DSCO and BBLU.
DSCOBBLU
Pick 2 to 4 ETFs.
We don’t have holdings for DSCO. 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.
7
institutions report holding both, of 110 holding any
DSCO26.7% of its 13F dollars, 15.2% of its 46 holders
BBLU29.8% of its 13F dollars, 9.9% of its 71 holders
Largest institutions holding both
| Firm | DSCO | BBLU |
|---|---|---|
| Envestnet Asset Management Inc. | $31.8M | $3.2M |
| Cetera Investment Advisers | $1.4M | $30.1M |
| Osaic Holdings, Inc. | $11.4M | $10.4M |
| LPL Financial LLC | $645K | $6.4M |
| Advisory Services Network, LLC | $2.1M | $2.5M |
| Ausdal Financial Partners, Inc. | $819K | $233K |
| Integrated Wealth Concepts LLC | $39K | $190K |
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: DSCO institutional holders, BBLU institutional holders.
Frequently asked questions
Do institutions hold both DSCO and BBLU?
7 Form 13F filers report positions in both, out of 110 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%.