OUNZ vs BCI overlap
70 institutions report holding both OUNZ and BCI.
OUNZBCI
Pick 2 to 4 ETFs.
We don’t have holdings for OUNZ. 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.
70
institutions report holding both, of 409 holding any
OUNZ37.9% of its 13F dollars, 26.1% of its 268 holders
BCI39.4% of its 13F dollars, 33.2% of its 211 holders
Largest institutions holding both
| Firm | OUNZ | BCI |
|---|---|---|
| Wells Fargo & Company | $30K | $390.0M |
| LPL Financial LLC | $122.3M | $5.9M |
| Northwestern Mutual Wealth Management Co | $226K | $89.1M |
| Envestnet Asset Management Inc. | $40.6M | $14.6M |
| Morgan Stanley | $2.1M | $52.6M |
| Pitcairn Wealth Advisors LLC | $50.9M | $3.7M |
| Cambridge Investment Research Advisors, Inc. | $49.7M | $2.9M |
| Raymond James Financial Inc. | $50.7M | $1.4M |
| Royal Bank of Canada | $341K | $44.1M |
| Cetera Investment Advisers | $38.9M | $2.7M |
| Financial & Tax Architects, LLC | $1.3M | $20.5M |
| MML Investors Services, LLC | $18.1M | $1.5M |
| Osaic Holdings, Inc. | $17.2M | $933K |
| Arax Advisory Partners | $1.7M | $16.3M |
| Wealth Enhancement Advisory Services, LLC | $15.0M | $2.6M |
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: OUNZ institutional holders, BCI institutional holders.
Frequently asked questions
Do institutions hold both OUNZ and BCI?
70 Form 13F filers report positions in both, out of 409 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%.