TSPA vs BDYN overlap
35 institutions report holding both TSPA and BDYN.
TSPABDYN
Pick 2 to 4 ETFs.
We don’t have holdings for BDYN. 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.
35
institutions report holding both, of 226 holding any
TSPA41.3% of its 13F dollars, 25.6% of its 137 holders
BDYN89.7% of its 13F dollars, 28.2% of its 124 holders
Largest institutions holding both
| Firm | TSPA | BDYN |
|---|---|---|
| Envestnet Asset Management Inc. | $61.4M | $1.5B |
| LPL Financial LLC | $413.5M | $571.5M |
| JPMorgan Chase & Co | $492.8M | $152.2M |
| MML Investors Services, LLC | $5.6M | $345.7M |
| Wells Fargo & Company | $7.5M | $252.6M |
| Morgan Stanley | $178.1M | $107K |
| Cetera Investment Advisers | $35.3M | $116.9M |
| Northwestern Mutual Wealth Management Co | $38.2M | $87.1M |
| Allworth Financial LP | $119.3M | $120K |
| Envestnet Portfolio Solutions, Inc. | $478K | $32.0M |
| Sanctuary Advisors, LLC | $10.0M | $17.7M |
| Cambridge Investment Research Advisors, Inc. | $20.4M | $6.8M |
| Integrated Wealth Concepts LLC | $5.8M | $10.1M |
| Strategic Blueprint, LLC | $11.3M | $3.3M |
| Commonwealth Equity Services, LLC | $6.1M | $2.5M |
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: TSPA institutional holders, BDYN institutional holders.
Frequently asked questions
Do institutions hold both TSPA and BDYN?
35 Form 13F filers report positions in both, out of 226 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%.