PMBS vs BSCW overlap
22 institutions report holding both PMBS and BSCW.
PMBSBSCW
Pick 2 to 4 ETFs.
We don’t have holdings for PMBS, 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.
22
institutions report holding both, of 254 holding any
PMBS14.5% of its 13F dollars, 20.8% of its 106 holders
BSCW33.3% of its 13F dollars, 12.9% of its 170 holders
Largest institutions holding both
| Firm | PMBS | BSCW |
|---|---|---|
| Morgan Stanley | $51K | $120.3M |
| Raymond James Financial Inc. | $7.6M | $99.5M |
| LPL Financial LLC | $40.2M | $49.4M |
| Wealth Enhancement Advisory Services, LLC | $49.4M | $1.3M |
| UBS Group AG | $3K | $43.4M |
| Envestnet Asset Management Inc. | $15.3M | $20.8M |
| Focus Partners Wealth | $20.5M | $713K |
| &Partners | $3.4M | $14.2M |
| Cambridge Investment Research Advisors, Inc. | $6.1M | $8.1M |
| Integrated Wealth Concepts LLC | $12.9M | $317K |
| Osaic Holdings, Inc. | $2.6M | $10.3M |
| Cetera Investment Advisers | $7.0M | $4.2M |
| Jones Financial Companies LLLP | $12K | $9.9M |
| Commonwealth Equity Services, LLC | $5.1M | $3.3M |
| Truist Financial Corp. | $484K | $7.4M |
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: PMBS institutional holders, BSCW institutional holders.
Frequently asked questions
Do institutions hold both PMBS and BSCW?
22 Form 13F filers report positions in both, out of 254 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%.