BLCV vs AVSU overlap
8 institutions report holding both BLCV and AVSU.
BLCVAVSU
Pick 2 to 4 ETFs.
We don’t have holdings for BLCV. 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.
8
institutions report holding both, of 113 holding any
BLCV70.5% of its 13F dollars, 25.8% of its 31 holders
AVSU10.6% of its 13F dollars, 8.9% of its 90 holders
Largest institutions holding both
| Firm | BLCV | AVSU |
|---|---|---|
| EP Wealth Advisors, LLC | $207.9M | $3.5M |
| LPL Financial LLC | $5.3M | $11.1M |
| Commonwealth Equity Services, LLC | $805K | $12.1M |
| Envestnet Asset Management Inc. | $1.2M | $3.4M |
| Susquehanna International Group, LLP | $233K | $1.2M |
| Osaic Holdings, Inc. | $770K | $194K |
| Citadel Advisors LLC | $298K | $519K |
| Cetera Investment Advisers | $242K | $384K |
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: BLCV institutional holders, AVSU institutional holders.
Frequently asked questions
Do institutions hold both BLCV and AVSU?
8 Form 13F filers report positions in both, out of 113 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%.