COWG vs BKDV overlap
COWG and BKDV overlap 9.7% by weight, across 11 shared holdings.
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Top shared holdings
| Holding | COWG | BKDV | Overlap |
|---|---|---|---|
| Diamondback ENERFANG | 1.26% | 1.34% | 1.26% |
| Netapp Inc.NTAP | 1.95% | 1.14% | 1.14% |
| Newmont Corp.NEM | 1.04% | 1.03% | 1.03% |
| Philip Morris inPM | 1.00% | 1.78% | 1.00% |
| Coca-Cola Co/theKO | 0.93% | 1.76% | 0.93% |
| Bristol-MYER SQBBMY | 1.15% | 0.89% | 0.89% |
| Gilead SciencesGILD | 0.82% | 0.84% | 0.82% |
| Nutanix Inc. - aNTNX | 0.94% | 0.77% | 0.77% |
| Abbvie Inc.ABBV | 0.72% | 1.15% | 0.72% |
| EQT Corp.EQT | 0.59% | 0.85% | 0.59% |
| JAZZ PharmaceutiJAZZ | 1.45% | 0.55% | 0.55% |
Overlap by weight adds up the smaller weight of each holding the funds share, so 100% means identical portfolios. Long securities only: derivatives and cash vehicles are left out. Sources: COWG, SEC Form N-PORT, July 31, 2026; BKDV, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | COWG | BKDV |
|---|---|---|
| Raymond James Financial Inc. | $89.8M | $359.9M |
| Bank of America Corp. | $243.3M | $129.8M |
| LPL Financial LLC | $209.1M | $127.4M |
| Envestnet Asset Management Inc. | $67.5M | $48.8M |
| Commonwealth Equity Services, LLC | $17.6M | $74.7M |
| Cambridge Investment Research Advisors, Inc. | $81.7M | $9.3M |
| Jones Financial Companies LLLP | $69.1M | $9K |
| Morgan Stanley | $63.4M | $144K |
| Stifel Financial Corp. | $4.5M | $54.4M |
| Osaic Holdings, Inc. | $35.8M | $18.0M |
| MML Investors Services, LLC | $31.2M | $20.0M |
| HighTower Advisors, LLC | $17.7M | $30.8M |
| Wells Fargo & Company | $45.2M | $33K |
| Truist Financial Corp. | $20.4M | $23.2M |
| Kestra Advisory Services, LLC | $26.8M | $6.6M |
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: COWG institutional holders, BKDV institutional holders.
Frequently asked questions
How much do COWG and BKDV overlap?
9.7% by weight, with 11 holdings in common, using holdings for COWG as of July 31, 2026 and BKDV as of July 31, 2026. The largest shared position is FANG.
Do institutions hold both COWG and BKDV?
42 Form 13F filers report positions in both, out of 303 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%.