IBDS vs FLXR overlap
57 institutions report holding both IBDS and FLXR.
IBDSFLXR
Pick 2 to 4 ETFs.
We don’t have holdings for FLXR. 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.
57
institutions report holding both, of 536 holding any
IBDS42.4% of its 13F dollars, 13.6% of its 418 holders
FLXR61.3% of its 13F dollars, 32.6% of its 175 holders
Largest institutions holding both
| Firm | IBDS | FLXR |
|---|---|---|
| Bank of America Corp. | $234.7M | $295.8M |
| Morgan Stanley | $110.7M | $166.1M |
| UBS Group AG | $102.2M | $164.1M |
| Captrust Financial Advisors | $36.6M | $224.8M |
| LPL Financial LLC | $88.5M | $117.6M |
| Raymond James Financial Inc. | $91.0M | $72.2M |
| Wells Fargo & Company | $35.3M | $100.7M |
| Envestnet Asset Management Inc. | $9.9M | $84.6M |
| Stifel Financial Corp. | $25.5M | $57.6M |
| Royal Bank of Canada | $40.1M | $39.7M |
| Janney Montgomery Scott LLC | $9.2M | $58.5M |
| CARY Street Partners Financial LLC | $2.9M | $60.0M |
| Commonwealth Equity Services, LLC | $36.8M | $6.4M |
| Northwestern Mutual Wealth Management Co | $23.6M | $14.6M |
| Truist Financial Corp. | $28.6M | $8.7M |
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: IBDS institutional holders, FLXR institutional holders.
Frequently asked questions
Do institutions hold both IBDS and FLXR?
57 Form 13F filers report positions in both, out of 536 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%.