SYSB vs BSCW overlap
56 institutions report holding both SYSB and BSCW.
SYSBBSCW
Pick 2 to 4 ETFs.
We don’t have holdings for 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.
56
institutions report holding both, of 400 holding any
SYSB55.0% of its 13F dollars, 19.6% of its 286 holders
BSCW59.9% of its 13F dollars, 32.9% of its 170 holders
Largest institutions holding both
| Firm | SYSB | BSCW |
|---|---|---|
| Envestnet Asset Management Inc. | $242.3M | $20.8M |
| Aptus Capital Advisors, LLC | $3K | $182.6M |
| LPL Financial LLC | $114.3M | $49.4M |
| Morgan Stanley | $30.5M | $120.3M |
| Raymond James Financial Inc. | $12.0M | $99.5M |
| Bank of America Corp. | $43.9M | $14.7M |
| Wells Fargo & Company | $17K | $55.8M |
| Ameriprise Financial Inc. | $38.6M | $3.9M |
| Janney Montgomery Scott LLC | $25.9M | $9.6M |
| Royal Bank of Canada | $13.9M | $21.1M |
| Cetera Investment Advisers | $29.5M | $4.2M |
| MML Investors Services, LLC | $17.8M | $7.5M |
| Cambridge Investment Research Advisors, Inc. | $10.3M | $8.1M |
| Baird Financial Group, Inc. | $369K | $17.1M |
| &Partners | $2.0M | $14.2M |
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: SYSB institutional holders, BSCW institutional holders.
Frequently asked questions
Do institutions hold both SYSB and BSCW?
56 Form 13F filers report positions in both, out of 400 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%.