FIXD vs BSCS overlap
FIXD and BSCS overlap 0.3% by weight, across 1 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | FIXD | BSCS | Overlap |
|---|---|---|---|
| Ford Motor CRED | 0.31% | 0.37% | 0.31% |
Overlap by weight adds up the smaller weight of each holding the funds share, so 100% means identical portfolios. Long securities only: derivatives and cash vehicles are left out. Sources: FIXD, SEC Form N-PORT, May 31, 2026; BSCS, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | FIXD | BSCS |
|---|---|---|
| Morgan Stanley | $404.3M | $192.7M |
| LPL Financial LLC | $315.8M | $164.3M |
| Wells Fargo & Company | $207.4M | $157.0M |
| Raymond James Financial Inc. | $94.6M | $135.2M |
| UBS Group AG | $66.8M | $95.9M |
| Bank of America Corp. | $41.2M | $95.1M |
| Envestnet Asset Management Inc. | $101.1M | $26.4M |
| Cambridge Investment Research Advisors, Inc. | $58.7M | $55.1M |
| Royal Bank of Canada | $66.3M | $46.5M |
| Waverly Advisors, LLC | $236K | $94.4M |
| Ameriprise Financial Inc. | $74.6M | $18.4M |
| HighTower Advisors, LLC | $70.1M | $2.4M |
| Osaic Holdings, Inc. | $35.2M | $24.8M |
| NewEdge Advisors, LLC | $46.8M | $13.0M |
| Truist Financial Corp. | $54.1M | $2.0M |
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: FIXD institutional holders, BSCS institutional holders.
Frequently asked questions
How much do FIXD and BSCS overlap?
0.3% by weight, with 1 holdings in common, using holdings for FIXD as of May 31, 2026 and BSCS as of May 31, 2026. The largest shared position is FORD MOTOR CRED.
Do institutions hold both FIXD and BSCS?
119 Form 13F filers report positions in both, out of 597 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%.