CWB vs BLV overlap
CWB and BLV overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
These funds hold nothing in common.
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: CWB, SEC Form N-PORT, June 30, 2026; BLV, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | CWB | BLV |
|---|---|---|
| Envestnet Asset Management Inc. | $216.2M | $955.8M |
| LPL Financial LLC | $175.6M | $208.9M |
| Bank of America Corp. | $279.0M | $70.0M |
| Wells Fargo & Company | $164.3M | $98.6M |
| Cetera Investment Advisers | $137.4M | $71.7M |
| Morgan Stanley | $161.4M | $42.0M |
| Ameriprise Financial Inc. | $87.7M | $76.9M |
| Northwestern Mutual Wealth Management Co | $132.8M | $28.7M |
| Cambridge Investment Research Advisors, Inc. | $61.5M | $92.6M |
| Royal Bank of Canada | $42.0M | $78.7M |
| Bank of New York Mellon Corp | $6.0M | $108.7M |
| Goldman Sachs Group Inc. | $26.6M | $72.7M |
| PNC Financial Services Group, Inc. | $79.4M | $12.3M |
| UBS Group AG | $52.8M | $33.8M |
| Assetmark, Inc. | $80.1M | $5.5M |
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: CWB institutional holders, BLV institutional holders.
Frequently asked questions
How much do CWB and BLV overlap?
0.0% by weight, with 0 holdings in common, using holdings for CWB as of June 30, 2026 and BLV as of June 30, 2026.
Do institutions hold both CWB and BLV?
183 Form 13F filers report positions in both, out of 792 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%.