CEFA vs BLDX overlap
4 institutions report holding both CEFA and BLDX.
CEFABLDX
Pick 2 to 4 ETFs.
We don’t have holdings for BLDX. 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.
4
institutions report holding both, of 61 holding any
CEFA3.6% of its 13F dollars, 10.5% of its 38 holders
BLDX4.9% of its 13F dollars, 14.8% of its 27 holders
Largest institutions holding both
| Firm | CEFA | BLDX |
|---|---|---|
| LPL Financial LLC | $543K | $867K |
| Jane Street Group, LLC | $223K | $941K |
| Integrated Wealth Concepts LLC | $461K | $22K |
| Osaic Holdings, Inc. | $160K | $74K |
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: CEFA institutional holders, BLDX institutional holders.
Frequently asked questions
Do institutions hold both CEFA and BLDX?
4 Form 13F filers report positions in both, out of 61 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%.