IBDT vs BSCQ overlap
IBDT and BSCQ overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (IBDT: July 31, 2026, BSCQ: 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: IBDT, SEC Form N-PORT, July 31, 2026; BSCQ, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | IBDT | BSCQ |
|---|---|---|
| Lido Advisors, LLC | $106.7M | $938.9M |
| Bank of America Corp. | $240.5M | $74.5M |
| Morgan Stanley | $121.7M | $112.8M |
| LPL Financial LLC | $73.1M | $145.4M |
| Wells Fargo & Company | $41.0M | $115.8M |
| Raymond James Financial Inc. | $83.7M | $59.7M |
| Mercer Global Advisors Inc. | $139.7M | $644K |
| UBS Group AG | $95.2M | $27.9M |
| Capital Investment Advisors, LLC | $98.2M | $501K |
| HM Payson & Co | $80.2M | $313K |
| Royal Bank of Canada | $42.3M | $36.3M |
| Ameriprise Financial Inc. | $43.4M | $20.1M |
| MML Investors Services, LLC | $765K | $56.3M |
| HighTower Advisors, LLC | $46.0M | $8.2M |
| Hengehold Capital Management LLC | $38.4M | $9.5M |
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: IBDT institutional holders, BSCQ institutional holders.
Frequently asked questions
How much do IBDT and BSCQ overlap?
0.0% by weight, with 0 holdings in common, using holdings for IBDT as of July 31, 2026 and BSCQ as of May 31, 2026.
Do institutions hold both IBDT and BSCQ?
136 Form 13F filers report positions in both, out of 695 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%.