CVMC vs BFLB overlap
1 institutions report holding both CVMC and BFLB.
CVMCBFLB
Pick 2 to 4 ETFs.
We don’t have holdings for BFLB. 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.
1
institutions report holding both, of 58 holding any
CVMC0.0% of its 13F dollars, 1.9% of its 52 holders
BFLB0.0% of its 13F dollars, 14.3% of its 7 holders
Largest institutions holding both
| Firm | CVMC | BFLB |
|---|---|---|
| UBS Group AG | $2K | $27K |
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: CVMC institutional holders, BFLB institutional holders.
Frequently asked questions
Do institutions hold both CVMC and BFLB?
1 Form 13F filers report positions in both, out of 58 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%.