XBB vs BSCY overlap
9 institutions report holding both XBB and BSCY.
XBBBSCY
Pick 2 to 4 ETFs.
We don’t have holdings for BSCY. 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.
9
institutions report holding both, of 116 holding any
XBB4.3% of its 13F dollars, 30.0% of its 30 holders
BSCY6.5% of its 13F dollars, 9.5% of its 95 holders
Largest institutions holding both
| Firm | XBB | BSCY |
|---|---|---|
| Lido Advisors, LLC | $9.8M | $995K |
| Morgan Stanley | $205 | $8.7M |
| Osaic Holdings, Inc. | $14K | $4.3M |
| MML Investors Services, LLC | $2.9M | $1.4M |
| Envestnet Asset Management Inc. | $867K | $3.4M |
| Cetera Investment Advisers | $934K | $3.3M |
| Wealth Enhancement Advisory Services, LLC | $3.5M | $475K |
| Royal Bank of Canada | $16K | $3.9M |
| Kestra Advisory Services, LLC | $225K | $728K |
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: XBB institutional holders, BSCY institutional holders.
Frequently asked questions
Do institutions hold both XBB and BSCY?
9 Form 13F filers report positions in both, out of 116 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%.