BDVL vs AKRE overlap
49 institutions report holding both BDVL and AKRE.
BDVLAKRE
Pick 2 to 4 ETFs.
We don’t have holdings for BDVL. 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.
49
institutions report holding both, of 496 holding any
BDVL91.1% of its 13F dollars, 48.5% of its 101 holders
AKRE22.3% of its 13F dollars, 11.0% of its 444 holders
Largest institutions holding both
| Firm | BDVL | AKRE |
|---|---|---|
| Envestnet Asset Management Inc. | $892.9M | $7.6M |
| LPL Financial LLC | $357.8M | $80.5M |
| MML Investors Services, LLC | $192.3M | $3.6M |
| Wells Fargo & Company | $137.2M | $24.9M |
| Cambridge Investment Research Advisors, Inc. | $5.1M | $100.1M |
| JPMorgan Chase & Co | $89.5M | $1.7M |
| Cetera Investment Advisers | $76.8M | $8.5M |
| Osaic Holdings, Inc. | $2.1M | $55.7M |
| Northwestern Mutual Wealth Management Co | $53.5M | $439K |
| Waverly Advisors, LLC | $10.1M | $19.7M |
| Raymond James Financial Inc. | $210K | $25.3M |
| Assetmark, Inc. | $89K | $24.5M |
| UBS Group AG | $185K | $20.2M |
| Morgan Stanley | $41K | $14.8M |
| Royal Bank of Canada | $91K | $14.7M |
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: BDVL institutional holders, AKRE institutional holders.
Frequently asked questions
Do institutions hold both BDVL and AKRE?
49 Form 13F filers report positions in both, out of 496 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%.