IBDS vs BSCS overlap
IBDS and BSCS overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (IBDS: July 31, 2026, BSCS: 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: IBDS, SEC Form N-PORT, July 31, 2026; BSCS, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | IBDS | BSCS |
|---|---|---|
| Bank of America Corp. | $234.7M | $95.1M |
| Morgan Stanley | $110.7M | $192.7M |
| LPL Financial LLC | $88.5M | $164.3M |
| Raymond James Financial Inc. | $91.0M | $135.2M |
| UBS Group AG | $102.2M | $95.9M |
| Wells Fargo & Company | $35.3M | $157.0M |
| Mercer Global Advisors Inc. | $134.8M | $526K |
| HM Payson & Co | $100.6M | $200K |
| Waverly Advisors, LLC | $493K | $94.4M |
| Royal Bank of Canada | $40.1M | $46.5M |
| Clearstead Advisors, LLC | $1.7M | $66.7M |
| Cambridge Investment Research Advisors, Inc. | $11.8M | $55.1M |
| Ameriprise Financial Inc. | $46.2M | $18.4M |
| Captrust Financial Advisors | $36.6M | $18.9M |
| Commonwealth Equity Services, LLC | $36.8M | $12.5M |
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: IBDS institutional holders, BSCS institutional holders.
Frequently asked questions
How much do IBDS and BSCS overlap?
0.0% by weight, with 0 holdings in common, using holdings for IBDS as of July 31, 2026 and BSCS as of May 31, 2026.
Do institutions hold both IBDS and BSCS?
136 Form 13F filers report positions in both, out of 680 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%.