USMC vs BDYN overlap
33 institutions report holding both USMC and BDYN.
USMCBDYN
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.
33
institutions report holding both, of 176 holding any
USMC20.3% of its 13F dollars, 38.8% of its 85 holders
BDYN88.4% of its 13F dollars, 26.6% of its 124 holders
Largest institutions holding both
| Firm | USMC | BDYN |
|---|---|---|
| Envestnet Asset Management Inc. | $339.2M | $1.5B |
| LPL Financial LLC | $79.3M | $571.5M |
| MML Investors Services, LLC | $2.7M | $345.7M |
| Wells Fargo & Company | $76.2M | $252.6M |
| JPMorgan Chase & Co | $6.2M | $152.2M |
| Cetera Investment Advisers | $3.2M | $116.9M |
| Northwestern Mutual Wealth Management Co | $1.8M | $87.1M |
| Morgan Stanley | $51.3M | $107K |
| Raymond James Financial Inc. | $47.1M | $644K |
| Integrated Wealth Concepts LLC | $35.0M | $10.1M |
| Osaic Holdings, Inc. | $15.6M | $5.0M |
| Golden State Wealth Management, LLC | $15.8M | $13K |
| Mercer Global Advisors Inc. | $13.8M | $1.1M |
| NewEdge Advisors, LLC | $14.8M | $24K |
| Cambridge Investment Research Advisors, Inc. | $6.1M | $6.8M |
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: USMC institutional holders, BDYN institutional holders.
Frequently asked questions
Do institutions hold both USMC and BDYN?
33 Form 13F filers report positions in both, out of 176 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%.