FLCC vs BAMV overlap
3 institutions report holding both FLCC and BAMV.
FLCCBAMV
Pick 2 to 4 ETFs.
We don’t have holdings for BAMV. 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.
3
institutions report holding both, of 40 holding any
FLCC0.7% of its 13F dollars, 10.7% of its 28 holders
BAMV0.5% of its 13F dollars, 20.0% of its 15 holders
Largest institutions holding both
| Firm | FLCC | BAMV |
|---|---|---|
| Susquehanna International Group, LLP | $671K | $430K |
| UBS Group AG | $39K | $56K |
| Osaic Holdings, Inc. | $35 | $29K |
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: FLCC institutional holders, BAMV institutional holders.
Frequently asked questions
Do institutions hold both FLCC and BAMV?
3 Form 13F filers report positions in both, out of 40 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%.