MFSB vs BSCY overlap
17 institutions report holding both MFSB and BSCY.
MFSBBSCY
Pick 2 to 4 ETFs.
We don’t have holdings for BSCY. 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.
17
institutions report holding both, of 119 holding any
MFSB58.3% of its 13F dollars, 41.5% of its 41 holders
BSCY38.9% of its 13F dollars, 17.9% of its 95 holders
Largest institutions holding both
| Firm | MFSB | BSCY |
|---|---|---|
| LPL Financial LLC | $151.3M | $29.2M |
| Raymond James Financial Inc. | $12.2M | $59.4M |
| Jones Financial Companies LLLP | $26.2M | $8.0M |
| UBS Group AG | $224 | $27.4M |
| Cetera Investment Advisers | $12.8M | $3.3M |
| Private Advisor Group, LLC | $11.9M | $1.4M |
| Citadel Advisors LLC | $1.3M | $7.5M |
| Jane Street Group, LLC | $1.9M | $6.1M |
| Cambridge Investment Research Advisors, Inc. | $7.0M | $790K |
| Osaic Holdings, Inc. | $2.8M | $4.3M |
| Equitable Holdings, Inc. | $384K | $5.0M |
| Envestnet Asset Management Inc. | $1.4M | $3.4M |
| Truist Financial Corp. | $1.7M | $2.9M |
| &Partners | $3.9M | $239K |
| Commonwealth Equity Services, LLC | $2.3M | $869K |
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: MFSB institutional holders, BSCY institutional holders.
Frequently asked questions
Do institutions hold both MFSB and BSCY?
17 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%.