SYFI vs BSCX overlap
30 institutions report holding both SYFI and BSCX.
SYFIBSCX
Pick 2 to 4 ETFs.
We don’t have holdings for BSCX. 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.
30
institutions report holding both, of 184 holding any
SYFI52.2% of its 13F dollars, 34.9% of its 86 holders
BSCX39.2% of its 13F dollars, 23.4% of its 128 holders
Largest institutions holding both
| Firm | SYFI | BSCX |
|---|---|---|
| Raymond James Financial Inc. | $39.2M | $71.9M |
| LPL Financial LLC | $47.9M | $44.4M |
| Morgan Stanley | $59.5M | $27.6M |
| Ameriprise Financial Inc. | $715K | $74.4M |
| Bank of America Corp. | $63.3M | $9.3M |
| UBS Group AG | $58.7M | $2.1M |
| Royal Bank of Canada | $42.3M | $8.4M |
| Northwestern Mutual Wealth Management Co | $28.9M | $5.1M |
| Osaic Holdings, Inc. | $17.6M | $6.3M |
| Wells Fargo & Company | $61K | $19.3M |
| Janney Montgomery Scott LLC | $225K | $14.0M |
| Commonwealth Equity Services, LLC | $8.2M | $1.4M |
| Envestnet Asset Management Inc. | $4.3M | $3.4M |
| Stifel Financial Corp. | $5.9M | $731K |
| Cetera Investment Advisers | $2.5M | $3.2M |
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: SYFI institutional holders, BSCX institutional holders.
Frequently asked questions
Do institutions hold both SYFI and BSCX?
30 Form 13F filers report positions in both, out of 184 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%.