DUSB vs BSCV overlap
40 institutions report holding both DUSB and BSCV.
DUSBBSCV
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.
40
institutions report holding both, of 368 holding any
DUSB10.0% of its 13F dollars, 21.3% of its 188 holders
BSCV42.8% of its 13F dollars, 18.2% of its 220 holders
Largest institutions holding both
| Firm | DUSB | BSCV |
|---|---|---|
| Aptus Capital Advisors, LLC | $338K | $177.5M |
| Morgan Stanley | $229K | $125.8M |
| Raymond James Financial Inc. | $4.7M | $70.3M |
| LPL Financial LLC | $2.9M | $57.5M |
| SJS Investment Consulting Inc. | $37.5M | $66K |
| Wells Fargo & Company | $2 | $35.8M |
| Royal Bank of Canada | $326K | $27.0M |
| Envestnet Asset Management Inc. | $11.5M | $12.3M |
| MAI Capital Management | $1.3M | $16.0M |
| Mariner, LLC | $13.0M | $188K |
| Osaic Holdings, Inc. | $2.9M | $9.0M |
| Wealth Enhancement Advisory Services, LLC | $10.2M | $1.4M |
| Kestra Advisory Services, LLC | $3.6M | $7.5M |
| Jane Street Group, LLC | $1.0M | $8.0M |
| MML Investors Services, LLC | $507K | $7.6M |
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: DUSB institutional holders, BSCV institutional holders.
Frequently asked questions
Do institutions hold both DUSB and BSCV?
40 Form 13F filers report positions in both, out of 368 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%.