FCOR vs BSMW overlap
26 institutions report holding both FCOR and BSMW.
FCORBSMW
Pick 2 to 4 ETFs.
We don’t have holdings for BSMW. 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.
26
institutions report holding both, of 114 holding any
FCOR49.1% of its 13F dollars, 36.6% of its 71 holders
BSMW46.9% of its 13F dollars, 37.7% of its 69 holders
Largest institutions holding both
| Firm | FCOR | BSMW |
|---|---|---|
| Kestra Advisory Services, LLC | $14.1M | $2.7M |
| Morgan Stanley | $3.4M | $13.0M |
| LPL Financial LLC | $3.2M | $11.5M |
| Cetera Investment Advisers | $13.5M | $413K |
| Envestnet Asset Management Inc. | $9.8M | $3.2M |
| Bank of America Corp. | $2.7M | $5.7M |
| Raymond James Financial Inc. | $2.6M | $4.0M |
| Wells Fargo & Company | $36 | $5.9M |
| UBS Group AG | $1.3M | $3.9M |
| Commonwealth Equity Services, LLC | $4.1M | $626K |
| Osaic Holdings, Inc. | $2.4M | $1.6M |
| Jones Financial Companies LLLP | $964K | $1.3M |
| Jane Street Group, LLC | $1.7M | $485K |
| MML Investors Services, LLC | $529K | $1.2M |
| Equitable Holdings, Inc. | $561K | $1.1M |
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: FCOR institutional holders, BSMW institutional holders.
Frequently asked questions
Do institutions hold both FCOR and BSMW?
26 Form 13F filers report positions in both, out of 114 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%.