UNIY vs BSCV overlap
4 institutions report holding both UNIY and BSCV.
UNIYBSCV
Pick 2 to 4 ETFs.
We don’t have holdings for BSCV. 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.
4
institutions report holding both, of 225 holding any
UNIY0.1% of its 13F dollars, 44.4% of its 9 holders
BSCV6.4% of its 13F dollars, 1.8% of its 220 holders
Largest institutions holding both
| Firm | UNIY | BSCV |
|---|---|---|
| LPL Financial LLC | $498K | $57.5M |
| UBS Group AG | $44K | $29.8M |
| Citadel Advisors LLC | $660K | $1.1M |
| JPMorgan Chase & Co | $262K | $16K |
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: UNIY institutional holders, BSCV institutional holders.
Frequently asked questions
Do institutions hold both UNIY and BSCV?
4 Form 13F filers report positions in both, out of 225 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%.