GTOQ vs BSCZ overlap
6 institutions report holding both GTOQ and BSCZ.
GTOQBSCZ
Pick 2 to 4 ETFs.
We don’t have holdings for BSCZ. 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 80 holding any
GTOQ98.0% of its 13F dollars, 40.0% of its 15 holders
BSCZ22.1% of its 13F dollars, 8.4% of its 71 holders
Largest institutions holding both
| Firm | GTOQ | BSCZ |
|---|---|---|
| Invesco Ltd. | $163.8M | $19.3M |
| LPL Financial LLC | $3.2M | $10.4M |
| Osaic Holdings, Inc. | $141K | $3.6M |
| Morgan Stanley | $25 | $3.2M |
| Jane Street Group, LLC | $457K | $1.2M |
| UBS Group AG | $38K | $273K |
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: GTOQ institutional holders, BSCZ institutional holders.
Frequently asked questions
Do institutions hold both GTOQ and BSCZ?
6 Form 13F filers report positions in both, out of 80 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%.