Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
IAI vs BCFN
Shared holdings
12
IAI covered by BCFN
32.01%
BCFN covered by IAI
32.01%
Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 37 positions per side shown; = held by both — hover a shared position to highlight it in both columns.
IAI (March 31, 2026)
| Security | Weight | |
|---|---|---|
| GOLDMAN SACHS GROUP INC | 18.15% | |
| MORGAN STANLEY | 14.17% | |
| SCHWAB CHARLES CORP | 11.23% | |
| INTERCONTINENTAL EXCHANGE INC | 4.49% | |
| S&P GLOBAL INC | 4.44% | |
| MOODYS CORP | 4.38% | |
| CME GROUP INC CL A | 4.36% | |
| MSCI INC | 4.09% | |
| ROBINHOOD MARKETS INC | 3.95% | |
| COINBASE GLOBAL INC | 3.94% | |
| NASDAQ INC | 3.94% | |
| INTERACTIVE BROKERS GROUP INC | 3.08% | |
| CBOE GLOBAL MARKETS INC | 3.04% | |
| RAYMOND JAMES FINANCIAL INC. | 2.63% | |
| LPL FINL HLDGS INC | 2.49% | |
| TRADEWEB MARKETS INC A | 1.41% | |
| EVERCORE INC A | 1.19% | |
| STIFEL FINANCIAL CORP | 1.17% | |
| BlackRock Cash Funds: Institutional, SL Agency Shares | 0.84% | |
| FACTSET RESEARCH SYSTEMS INC | 0.83% | |
| HOULIHAN LOKEY I | 0.81% | |
| JEFFERIES FINANCIAL GROUP INC | 0.71% | |
| MARKETAXESS HLDGS INC | 0.63% | |
| STONEX GROUP INC | 0.58% | |
| PIPER SANDLER CO | 0.54% | |
| LAZARD INC CL A | 0.50% | |
| MORNINGSTAR INC | 0.40% | |
| BGC GROUP INC-A | 0.37% | |
| VIRTU FINANCIAL INC- CL A | 0.36% | |
| MOELIS & CO-CL A | 0.36% | |
| PJT PARTNERS INC | 0.36% | |
| DONNELLEY FINANCIAL SOLUTIONS INC | 0.13% | |
| PERELLA WEINBERG PARTNERS | 0.13% | |
| MIAMI INTERNATIONAL HOLDINGS INC | 0.13% | |
| BlackRock Cash Funds: Treasury, SL Agency Shares | 0.12% | |
| OPPENHEIMER HO-A | 0.06% | |
| E MINI RUSS 2000 JUN26 | 0.00% |
BCFN (March 31, 2026)
| Security | Weight | |
|---|---|---|
| MASTERCARD INC CL A | 5.65% | |
| VISA INC-CLASS A | 5.59% | |
| S&P GLOBAL INC | 5.58% | |
| SCHWAB CHARLES CORP | 4.49% | |
| LPL FINL HLDGS INC | 4.09% | |
| MERCADOLIBRE INC | 3.69% | |
| INTERACTIVE BROKERS GROUP INC | 3.59% | |
| KKR & CO INC | 3.58% | |
| TRADEWEB MARKETS INC A | 3.55% | |
| CME GROUP INC CL A | 3.51% | |
| MSCI INC | 3.44% | |
| MOODYS CORP | 3.41% | |
| INTUIT INC | 3.38% | |
| NU HOLDINGS LTD/CAYMAN ISLANDS | 3.33% | |
| MORGAN STANLEY | 3.30% | |
| APOLLO GLOBAL MANAGEMENT INC | 2.96% | |
| BANK OF AMERICA CORPORATION | 2.69% | |
| VERISK ANALYTICS INC | 2.54% | |
| HOULIHAN LOKEY I | 2.44% | |
| GUIDEWIRE SOFTWARE INC | 2.42% | |
| CAPITAL ONE FINANCIAL CORP | 2.40% | |
| BLACKROCK INC | 2.35% | |
| FAIR ISAAC CORP | 2.16% | |
| ARCH CAPITAL GROUP LTD | 2.14% | |
| WISE PLC - A | 1.83% | |
| JACK HENRY | 1.75% | |
| SHOPIFY INC CL A | 1.69% | |
| PROGRESSIVE CORP OHIO | 1.51% | |
| PRIMERICA INC | 1.28% | |
| TRANSUNION | 1.18% | |
| ROBINHOOD MARKETS INC | 1.18% | |
| EQUIFAX INC | 1.07% | |
| KINSALE CAPITAL GROUP INC | 0.95% | |
| BLOCK INC CL A | 0.89% | |
| SERVICETITAN INC-A | 0.84% | |
| ROCKET COS INC-A | 0.79% | |
| TWFG INC (CLASS A) | 0.66% | |
| ALKAMI TECHNOLOGY INC | 0.50% | |
| BRP GROUP INC-A | 0.48% | |
| NEPTUNE INSURANCE HOLDINGS INC | 0.44% | |
| FACTSET RESEARCH SYSTEMS INC | 0.44% | |
| Accelerant Holdings, Class A | 0.26% |
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