NYM vs BSCW overlap
14 institutions report holding both NYM and BSCW.
NYMBSCW
Pick 2 to 4 ETFs.
We don’t have holdings for BSCW. 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.
14
institutions report holding both, of 195 holding any
NYM1.2% of its 13F dollars, 35.9% of its 39 holders
BSCW33.8% of its 13F dollars, 8.2% of its 170 holders
Largest institutions holding both
| Firm | NYM | BSCW |
|---|---|---|
| Morgan Stanley | $99K | $120.3M |
| Raymond James Financial Inc. | $402K | $99.5M |
| Wells Fargo & Company | $1.1M | $55.8M |
| LPL Financial LLC | $3.2M | $49.4M |
| Royal Bank of Canada | $1.2M | $21.1M |
| Envestnet Asset Management Inc. | $1.1M | $20.8M |
| Bank of America Corp. | $1.2M | $14.7M |
| Osaic Holdings, Inc. | $652K | $10.3M |
| Northwestern Mutual Wealth Management Co | $1.5M | $5.1M |
| Commonwealth Equity Services, LLC | $462K | $3.3M |
| Wealth Enhancement Advisory Services, LLC | $833K | $1.3M |
| Steward Partners Investment Advisory, LLC | $1.9M | $168K |
| Private Trust Co NA | $68K | $71K |
| FMR LLC | $22K | $24K |
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: NYM institutional holders, BSCW institutional holders.
Frequently asked questions
Do institutions hold both NYM and BSCW?
14 Form 13F filers report positions in both, out of 195 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%.