FLXR vs BSCS overlap
67 institutions report holding both FLXR and BSCS.
FLXRBSCS
Pick 2 to 4 ETFs.
We don’t have holdings for FLXR. 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.
67
institutions report holding both, of 506 holding any
FLXR61.5% of its 13F dollars, 38.3% of its 175 holders
BSCS47.7% of its 13F dollars, 16.8% of its 398 holders
Largest institutions holding both
| Firm | FLXR | BSCS |
|---|---|---|
| Bank of America Corp. | $295.8M | $95.1M |
| Morgan Stanley | $166.1M | $192.7M |
| LPL Financial LLC | $117.6M | $164.3M |
| UBS Group AG | $164.1M | $95.9M |
| Wells Fargo & Company | $100.7M | $157.0M |
| Captrust Financial Advisors | $224.8M | $18.9M |
| Raymond James Financial Inc. | $72.2M | $135.2M |
| Envestnet Asset Management Inc. | $84.6M | $26.4M |
| Royal Bank of Canada | $39.7M | $46.5M |
| Stifel Financial Corp. | $57.6M | $23.2M |
| Janney Montgomery Scott LLC | $58.5M | $6.5M |
| Cambridge Investment Research Advisors, Inc. | $6.2M | $55.1M |
| &Partners | $29.2M | $17.8M |
| Osaic Holdings, Inc. | $12.9M | $24.8M |
| Baird Financial Group, Inc. | $9.5M | $23.5M |
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: FLXR institutional holders, BSCS institutional holders.
Frequently asked questions
Do institutions hold both FLXR and BSCS?
67 Form 13F filers report positions in both, out of 506 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%.