IFV vs BIDD overlap
28 institutions report holding both IFV and BIDD.
IFVBIDD
Pick 2 to 4 ETFs.
We don’t have holdings for BIDD. 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.
28
institutions report holding both, of 119 holding any
IFV72.1% of its 13F dollars, 48.3% of its 58 holders
BIDD60.9% of its 13F dollars, 31.5% of its 89 holders
Largest institutions holding both
| Firm | IFV | BIDD |
|---|---|---|
| Morgan Stanley | $44.6M | $28.0M |
| Bank of America Corp. | $8.8M | $28.6M |
| Wells Fargo & Company | $28.3M | $245K |
| Raymond James Financial Inc. | $14.0M | $10.7M |
| LPL Financial LLC | $6.3M | $15.2M |
| NewEdge Advisors, LLC | $21.4M | $8K |
| MML Investors Services, LLC | $1.3M | $16.1M |
| Cambridge Investment Research Advisors, Inc. | $15.0M | $646K |
| UBS Group AG | $8.8M | $5.6M |
| Commonwealth Equity Services, LLC | $697K | $9.1M |
| Osaic Holdings, Inc. | $1.0M | $8.2M |
| Cetera Investment Advisers | $2.0M | $3.2M |
| Kestra Advisory Services, LLC | $576K | $3.9M |
| Stifel Financial Corp. | $2.2M | $632K |
| Jones Financial Companies LLLP | $5K | $2.8M |
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: IFV institutional holders, BIDD institutional holders.
Frequently asked questions
Do institutions hold both IFV and BIDD?
28 Form 13F filers report positions in both, out of 119 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%.