XDSQ vs BSTP overlap
14 institutions report holding both XDSQ and BSTP.
XDSQBSTP
Pick 2 to 4 ETFs.
We don’t have holdings for XDSQ, BSTP. 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.
14
institutions report holding both, of 70 holding any
XDSQ30.5% of its 13F dollars, 31.1% of its 45 holders
BSTP36.3% of its 13F dollars, 35.9% of its 39 holders
Largest institutions holding both
| Firm | XDSQ | BSTP |
|---|---|---|
| Osaic Holdings, Inc. | $3.3M | $4.7M |
| Cetera Investment Advisers | $2.1M | $3.6M |
| HighTower Advisors, LLC | $2.2M | $1.0M |
| Brookstone Capital Management | $2.0M | $1.1M |
| Commonwealth Equity Services, LLC | $1.1M | $1.6M |
| Susquehanna International Group, LLP | $377K | $2.1M |
| Old Mission Capital LLC | $1.1M | $430K |
| Envestnet Asset Management Inc. | $394K | $868K |
| LPL Financial LLC | $355K | $606K |
| Steward Partners Investment Advisory, LLC | $295K | $17K |
| IFP Advisors, Inc | $38K | $236 |
| AE Wealth Management LLC | $34K | $1K |
| Blue Bell Private Wealth Management, LLC | $43 | $2K |
| DHJJ Financial Advisors, Ltd. | $817 | $394 |
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: XDSQ institutional holders, BSTP institutional holders.
Frequently asked questions
Do institutions hold both XDSQ and BSTP?
14 Form 13F filers report positions in both, out of 70 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%.