IBDX vs BSCV overlap
70 institutions report holding both IBDX and BSCV.
IBDXBSCV
Pick 2 to 4 ETFs.
We don’t have holdings for BSCV. 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.
70
institutions report holding both, of 378 holding any
IBDX62.7% of its 13F dollars, 30.7% of its 228 holders
BSCV58.6% of its 13F dollars, 31.8% of its 220 holders
Largest institutions holding both
| Firm | IBDX | BSCV |
|---|---|---|
| Aptus Capital Advisors, LLC | $162.6M | $177.5M |
| Morgan Stanley | $65.3M | $125.8M |
| Wells Fargo & Company | $77.8M | $35.8M |
| Bank of America Corp. | $64.6M | $35.7M |
| Raymond James Financial Inc. | $29.3M | $70.3M |
| Capital Investment Advisors, LLC | $88.3M | $334K |
| LPL Financial LLC | $14.2M | $57.5M |
| Royal Bank of Canada | $33.9M | $27.0M |
| UBS Group AG | $30.5M | $29.8M |
| Atlantic Union Bankshares Corp | $9.6M | $50.3M |
| Sigma Investment Counselors Inc. | $39.9M | $286K |
| Ameriprise Financial Inc. | $23.8M | $8.4M |
| Janney Montgomery Scott LLC | $12.1M | $16.9M |
| NewEdge Advisors, LLC | $22.1M | $2.0M |
| US Bancorp | $22.9M | $125K |
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: IBDX institutional holders, BSCV institutional holders.
Frequently asked questions
Do institutions hold both IBDX and BSCV?
70 Form 13F filers report positions in both, out of 378 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%.