DFVX vs BBHL overlap
5 institutions report holding both DFVX and BBHL.
DFVXBBHL
Pick 2 to 4 ETFs.
We don’t have holdings for BBHL. 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.
5
institutions report holding both, of 75 holding any
DFVX0.1% of its 13F dollars, 9.6% of its 52 holders
BBHL0.2% of its 13F dollars, 17.9% of its 28 holders
Largest institutions holding both
| Firm | DFVX | BBHL |
|---|---|---|
| HighTower Advisors, LLC | $312K | $668K |
| Assetmark, Inc. | $31K | $191K |
| JPMorgan Chase & Co | $13 | $78K |
| Osaic Holdings, Inc. | $54K | $8K |
| UBS Group AG | $26K | $11K |
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: DFVX institutional holders, BBHL institutional holders.
Frequently asked questions
Do institutions hold both DFVX and BBHL?
5 Form 13F filers report positions in both, out of 75 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%.