GSUS vs BDYN overlap
39 institutions report holding both GSUS and BDYN.
GSUSBDYN
Pick 2 to 4 ETFs.
We don’t have holdings for BDYN. 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.
39
institutions report holding both, of 178 holding any
GSUS40.6% of its 13F dollars, 41.9% of its 93 holders
BDYN90.6% of its 13F dollars, 31.4% of its 124 holders
Largest institutions holding both
| Firm | GSUS | BDYN |
|---|---|---|
| Envestnet Asset Management Inc. | $329.1M | $1.5B |
| LPL Financial LLC | $614.1M | $571.5M |
| MML Investors Services, LLC | $1.5M | $345.7M |
| Wells Fargo & Company | $86.3M | $252.6M |
| Cetera Investment Advisers | $65.8M | $116.9M |
| JPMorgan Chase & Co | $891K | $152.2M |
| Envestnet Portfolio Solutions, Inc. | $78.2M | $32.0M |
| Northwestern Mutual Wealth Management Co | $28K | $87.1M |
| Morgan Stanley | $49.4M | $107K |
| Sanctuary Advisors, LLC | $16.4M | $17.7M |
| NewEdge Advisors, LLC | $18.6M | $24K |
| World Investment Advisors | $2.5M | $12.9M |
| Integrated Wealth Concepts LLC | $5.3M | $10.1M |
| Commonwealth Equity Services, LLC | $8.2M | $2.5M |
| Regal Investment Advisors LLC | $1.9M | $8.2M |
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: GSUS institutional holders, BDYN institutional holders.
Frequently asked questions
Do institutions hold both GSUS and BDYN?
39 Form 13F filers report positions in both, out of 178 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%.