GDE vs BCD overlap
GDE and BCD overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
These funds hold nothing in common.
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: GDE, SEC Form N-PORT, May 31, 2026; BCD, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | GDE | BCD |
|---|---|---|
| Envestnet Asset Management Inc. | $1.2M | $17.8M |
| Cambridge Investment Research Advisors, Inc. | $7.0M | $614K |
| Osaic Holdings, Inc. | $2.4M | $4.5M |
| LPL Financial LLC | $538K | $5.6M |
| UBS Group AG | $482K | $4.4M |
| Susquehanna International Group, LLP | $3.5M | $1.2M |
| Morgan Stanley | $2.2M | $68K |
| Atria Investments, Inc | $335K | $1.4M |
| JPMorgan Chase & Co | $1.5M | $32 |
| Wells Fargo & Company | $56K | $13 |
| Federation des caisses Desjardins du Quebec | $11K | $23K |
| IFP Advisors, Inc | $18K | $5K |
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: GDE institutional holders, BCD institutional holders.
Frequently asked questions
How much do GDE and BCD overlap?
0.0% by weight, with 0 holdings in common, using holdings for GDE as of May 31, 2026 and BCD as of June 30, 2026.
Do institutions hold both GDE and BCD?
12 Form 13F filers report positions in both, out of 146 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%.