IBDR vs BSCU overlap
IBDR and BSCU overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (IBDR: July 31, 2026, BSCU: May 31, 2026), so market moves and index changes between those dates lower the number. Funds tracking the same index can read well below their true overlap.
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: IBDR, SEC Form N-PORT, July 31, 2026; BSCU, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | IBDR | BSCU |
|---|---|---|
| Bank of America Corp. | $238.2M | $48.9M |
| Morgan Stanley | $86.6M | $181.6M |
| LPL Financial LLC | $94.0M | $92.3M |
| Aptus Capital Advisors, LLC | $469K | $156.3M |
| Raymond James Financial Inc. | $60.2M | $92.1M |
| Mercer Global Advisors Inc. | $104.5M | $287K |
| Waverly Advisors, LLC | $549K | $92.8M |
| Wells Fargo & Company | $20.3M | $59.0M |
| Royal Bank of Canada | $31.6M | $46.9M |
| Atlantic Union Bankshares Corp | $2.7M | $53.3M |
| Commonwealth Equity Services, LLC | $39.9M | $4.6M |
| Kathmere Capital Management, LLC | $36.4M | $6.5M |
| Kestra Advisory Services, LLC | $28.2M | $14.6M |
| Captrust Financial Advisors | $34.3M | $4.5M |
| NewEdge Advisors, LLC | $27.5M | $9.7M |
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: IBDR institutional holders, BSCU institutional holders.
Frequently asked questions
How much do IBDR and BSCU overlap?
0.0% by weight, with 0 holdings in common, using holdings for IBDR as of July 31, 2026 and BSCU as of May 31, 2026.
Do institutions hold both IBDR and BSCU?
116 Form 13F filers report positions in both, out of 615 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%.