DSI vs BDYN overlap
78 institutions report holding both DSI and BDYN.
DSIBDYN
Pick 2 to 4 ETFs.
We don’t have holdings for BDYN. 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.
78
institutions report holding both, of 680 holding any
DSI50.0% of its 13F dollars, 12.3% of its 634 holders
BDYN97.4% of its 13F dollars, 62.9% of its 124 holders
Largest institutions holding both
| Firm | DSI | BDYN |
|---|---|---|
| Envestnet Asset Management Inc. | $248.0M | $1.5B |
| LPL Financial LLC | $175.0M | $571.5M |
| Morgan Stanley | $602.6M | $107K |
| MML Investors Services, LLC | $14.7M | $345.7M |
| JPMorgan Chase & Co | $163.1M | $152.2M |
| Wells Fargo & Company | $30.6M | $252.6M |
| Cetera Investment Advisers | $29.2M | $116.9M |
| Park Avenue Securities LLC | $23.3M | $111.0M |
| Ameriprise Financial Inc. | $117.1M | $945K |
| Northwestern Mutual Wealth Management Co | $4.0M | $87.1M |
| Envestnet Portfolio Solutions, Inc. | $45.4M | $32.0M |
| Commonwealth Equity Services, LLC | $32.4M | $2.5M |
| Global Retirement Partners, LLC | $31.5M | $253K |
| NorthRock Partners, LLC | $1.5M | $28.7M |
| WBH Advisory Inc. | $435K | $29.5M |
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: DSI institutional holders, BDYN institutional holders.
Frequently asked questions
Do institutions hold both DSI and BDYN?
78 Form 13F filers report positions in both, out of 680 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%.