STIP vs BINC overlap
358 institutions report holding both STIP and BINC.
STIPBINC
Pick 2 to 4 ETFs.
We don’t have holdings for BINC. 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.
358
institutions report holding both, of 1,248 holding any
STIP68.8% of its 13F dollars, 43.2% of its 828 holders
BINC79.9% of its 13F dollars, 46.0% of its 778 holders
Largest institutions holding both
| Firm | STIP | BINC |
|---|---|---|
| BlackRock, Inc. | $4.5B | $1.3B |
| LPL Financial LLC | $422.3M | $631.8M |
| Envestnet Asset Management Inc. | $203.9M | $734.5M |
| JPMorgan Chase & Co | $111.1M | $675.4M |
| Bank of America Corp. | $158.7M | $624.7M |
| Dynasty Wealth Management, LLC | $67.9M | $686.8M |
| Morgan Stanley | $229.9M | $486.3M |
| Betterment LLC | $465.2M | $58.5M |
| PNC Financial Services Group, Inc. | $17.5M | $505.4M |
| Ameriprise Financial Inc. | $113.2M | $391.3M |
| Wells Fargo & Company | $62.8M | $344.5M |
| Quotient Wealth Partners, LLC | $66.3M | $300.8M |
| Cetera Investment Advisers | $146.8M | $212.8M |
| Sequoia Financial Advisors, LLC | $529K | $321.0M |
| UBS Group AG | $32.0M | $243.5M |
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: STIP institutional holders, BINC institutional holders.
Frequently asked questions
Do institutions hold both STIP and BINC?
358 Form 13F filers report positions in both, out of 1,248 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%.