SPBO vs BSCV overlap
53 institutions report holding both SPBO and BSCV.
SPBOBSCV
Pick 2 to 4 ETFs.
We don’t have holdings for BSCV. 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.
53
institutions report holding both, of 353 holding any
SPBO43.4% of its 13F dollars, 28.5% of its 186 holders
BSCV48.4% of its 13F dollars, 24.1% of its 220 holders
Largest institutions holding both
| Firm | SPBO | BSCV |
|---|---|---|
| Ameriprise Financial Inc. | $241.7M | $8.4M |
| Aptus Capital Advisors, LLC | $39K | $177.5M |
| Morgan Stanley | $32.0M | $125.8M |
| LPL Financial LLC | $80.9M | $57.5M |
| Bank of America Corp. | $55.6M | $35.7M |
| Raymond James Financial Inc. | $3.7M | $70.3M |
| Osaic Holdings, Inc. | $47.4M | $9.0M |
| Wells Fargo & Company | $11.0M | $35.8M |
| Royal Bank of Canada | $12.6M | $27.0M |
| Geneos Wealth Management Inc. | $31.4M | $653K |
| Modern Wealth Management, LLC | $20.6M | $9.0M |
| Stifel Financial Corp. | $402K | $21.5M |
| Mariner, LLC | $20.3M | $188K |
| Envestnet Asset Management Inc. | $3.4M | $12.3M |
| MML Investors Services, LLC | $5.0M | $7.6M |
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: SPBO institutional holders, BSCV institutional holders.
Frequently asked questions
Do institutions hold both SPBO and BSCV?
53 Form 13F filers report positions in both, out of 353 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%.