FXB vs BSMZ overlap
6 institutions report holding both FXB and BSMZ.
FXBBSMZ
Pick 2 to 4 ETFs.
We don’t have holdings for FXB, BSMZ. 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.
6
institutions report holding both, of 62 holding any
FXB27.2% of its 13F dollars, 18.8% of its 32 holders
BSMZ10.1% of its 13F dollars, 16.7% of its 36 holders
Largest institutions holding both
| Firm | FXB | BSMZ |
|---|---|---|
| Morgan Stanley | $8.2M | $40K |
| HighTower Advisors, LLC | $253K | $1.6M |
| Osaic Holdings, Inc. | $6K | $913K |
| Kestra Advisory Services, LLC | $300K | $557K |
| Royal Bank of Canada | $349K | $146K |
| IFG Advisory, LLC | $5K | $151K |
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: FXB institutional holders, BSMZ institutional holders.
Frequently asked questions
Do institutions hold both FXB and BSMZ?
6 Form 13F filers report positions in both, out of 62 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%.