TFI vs BSCQ overlap
TFI and BSCQ overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
These funds hold nothing in common.
Overlap by weight adds up the smaller weight of each holding the funds share, so 100% means identical portfolios. Long securities only: derivatives and cash vehicles are left out. Sources: TFI, SEC Form N-PORT, June 30, 2026; BSCQ, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | TFI | BSCQ |
|---|---|---|
| Bank of America Corp. | $404.3M | $74.5M |
| Northwestern Mutual Wealth Management Co | $266.3M | $10.0M |
| LPL Financial LLC | $81.7M | $145.4M |
| Morgan Stanley | $112.2M | $112.8M |
| Wells Fargo & Company | $46.0M | $115.8M |
| Envestnet Asset Management Inc. | $134.5M | $25.9M |
| UBS Group AG | $115.7M | $27.9M |
| Raymond James Financial Inc. | $53.7M | $59.7M |
| Arax Advisory Partners | $61.8M | $15.8M |
| Bank of Montreal | $70.5M | $1.1M |
| MML Investors Services, LLC | $10.8M | $56.3M |
| JPMorgan Chase & Co | $51.0M | $779K |
| Vestmark Advisory Solutions, Inc. | $47.1M | $249K |
| MAI Capital Management | $260K | $46.5M |
| Osaic Holdings, Inc. | $9.3M | $32.5M |
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: TFI institutional holders, BSCQ institutional holders.
Frequently asked questions
How much do TFI and BSCQ overlap?
0.0% by weight, with 0 holdings in common, using holdings for TFI as of June 30, 2026 and BSCQ as of May 31, 2026.
Do institutions hold both TFI and BSCQ?
96 Form 13F filers report positions in both, out of 636 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%.