ETHB vs BCD overlap
8 institutions report holding both ETHB and BCD.
ETHBBCD
Pick 2 to 4 ETFs.
We don’t have holdings for ETHB. 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.
8
institutions report holding both, of 107 holding any
ETHB5.9% of its 13F dollars, 27.6% of its 29 holders
BCD6.4% of its 13F dollars, 9.3% of its 86 holders
Largest institutions holding both
| Firm | ETHB | BCD |
|---|---|---|
| Cetera Investment Advisers | $1.6M | $10.8M |
| Susquehanna International Group, LLP | $4.7M | $1.2M |
| Citadel Advisors LLC | $4.7M | $401K |
| Jane Street Group, LLC | $1.9M | $1.4M |
| World Investment Advisors | $217K | $396K |
| Farther Finance Advisors, LLC | $137K | $101K |
| Morgan Stanley | $20K | $68K |
| Integrated Wealth Concepts LLC | $7K | $1K |
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: ETHB institutional holders, BCD institutional holders.
Frequently asked questions
Do institutions hold both ETHB and BCD?
8 Form 13F filers report positions in both, out of 107 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%.