BCPL vs ACLC overlap
7 institutions report holding both BCPL and ACLC.
BCPLACLC
Pick 2 to 4 ETFs.
We don’t have holdings for BCPL. 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.
7
institutions report holding both, of 38 holding any
BCPL2.4% of its 13F dollars, 35.0% of its 20 holders
ACLC0.5% of its 13F dollars, 28.0% of its 25 holders
Largest institutions holding both
| Firm | BCPL | ACLC |
|---|---|---|
| Cetera Investment Advisers | $3.0M | $403K |
| LPL Financial LLC | $2.5M | $427K |
| Raymond James Financial Inc. | $745K | $217K |
| Citadel Advisors LLC | $283K | $369K |
| Morgan Stanley | $219K | $99K |
| JPMorgan Chase & Co | $210K | $11K |
| UBS Group AG | $50 | $48K |
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: BCPL institutional holders, ACLC institutional holders.
Frequently asked questions
Do institutions hold both BCPL and ACLC?
7 Form 13F filers report positions in both, out of 38 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%.