CGV vs BLES overlap
7 institutions report holding both CGV and BLES.
CGVBLES
Pick 2 to 4 ETFs.
We don’t have holdings for CGV. 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 87 holding any
CGV37.3% of its 13F dollars, 41.2% of its 17 holders
BLES31.5% of its 13F dollars, 9.1% of its 77 holders
Largest institutions holding both
| Firm | CGV | BLES |
|---|---|---|
| LPL Financial LLC | $2.4M | $12.0M |
| Focus Partners Wealth | $13.1M | $220K |
| Cetera Investment Advisers | $9.5M | $1.4M |
| Envestnet Asset Management Inc. | $4.3M | $3.0M |
| UBS Group AG | $1K | $5.8M |
| Citadel Advisors LLC | $271K | $2.1M |
| Commonwealth Equity Services, LLC | $883K | $681K |
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: CGV institutional holders, BLES institutional holders.
Frequently asked questions
Do institutions hold both CGV and BLES?
7 Form 13F filers report positions in both, out of 87 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%.