IBDY vs BSCX overlap
44 institutions report holding both IBDY and BSCX.
IBDYBSCX
Pick 2 to 4 ETFs.
We don’t have holdings for BSCX. 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.
44
institutions report holding both, of 252 holding any
IBDY54.1% of its 13F dollars, 26.2% of its 168 holders
BSCX51.6% of its 13F dollars, 34.4% of its 128 holders
Largest institutions holding both
| Firm | IBDY | BSCX |
|---|---|---|
| Ameriprise Financial Inc. | $18.5M | $74.4M |
| Raymond James Financial Inc. | $19.0M | $71.9M |
| Morgan Stanley | $60.2M | $27.6M |
| Capital Investment Advisors, LLC | $85.0M | $265K |
| Bank of America Corp. | $55.2M | $9.3M |
| Clearstead Advisors, LLC | $959K | $57.9M |
| LPL Financial LLC | $10.0M | $44.4M |
| Sigma Investment Counselors Inc. | $38.1M | $444K |
| Wells Fargo & Company | $17.5M | $19.3M |
| Janney Montgomery Scott LLC | $10.7M | $14.0M |
| US Bancorp | $22.2M | $120K |
| UBS Group AG | $15.9M | $2.1M |
| Royal Bank of Canada | $9.6M | $8.4M |
| Rockefeller Capital Management L.P. | $13.3M | $2.1M |
| Commonwealth Equity Services, LLC | $11.2M | $1.4M |
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: IBDY institutional holders, BSCX institutional holders.
Frequently asked questions
Do institutions hold both IBDY and BSCX?
44 Form 13F filers report positions in both, out of 252 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%.