IBTQ vs BSCZ overlap
19 institutions report holding both IBTQ and BSCZ.
IBTQBSCZ
Pick 2 to 4 ETFs.
We don’t have holdings for BSCZ. 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.
19
institutions report holding both, of 100 holding any
IBTQ41.0% of its 13F dollars, 39.6% of its 48 holders
BSCZ44.6% of its 13F dollars, 26.8% of its 71 holders
Largest institutions holding both
| Firm | IBTQ | BSCZ |
|---|---|---|
| Raymond James Financial Inc. | $1.1M | $42.8M |
| Stifel Financial Corp. | $25.7M | $370K |
| Atlantic Union Bankshares Corp | $19.5M | $10K |
| LPL Financial LLC | $7.5M | $10.4M |
| Morgan Stanley | $5.0M | $3.2M |
| Envestnet Asset Management Inc. | $3.0M | $3.0M |
| Citadel Advisors LLC | $1.2M | $2.7M |
| UBS Group AG | $3.4M | $273K |
| Osaic Holdings, Inc. | $25K | $3.6M |
| Royal Bank of Canada | $885K | $2.7M |
| Cetera Investment Advisers | $913K | $2.3M |
| Bank of America Corp. | $647K | $1.8M |
| Atria Investments, Inc | $299K | $1.1M |
| HighTower Advisors, LLC | $261K | $994K |
| Northwestern Mutual Wealth Management Co | $550K | $273K |
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: IBTQ institutional holders, BSCZ institutional holders.
Frequently asked questions
Do institutions hold both IBTQ and BSCZ?
19 Form 13F filers report positions in both, out of 100 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%.