FLMB vs BCLO overlap
3 institutions report holding both FLMB and BCLO.
FLMBBCLO
Pick 2 to 4 ETFs.
We don’t have holdings for BCLO. 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 34 holding any
FLMB27.3% of its 13F dollars, 12.0% of its 25 holders
BCLO4.0% of its 13F dollars, 25.0% of its 12 holders
Largest institutions holding both
| Firm | FLMB | BCLO |
|---|---|---|
| LPL Financial LLC | $14.6M | $1.9M |
| Jane Street Group, LLC | $1.2M | $332K |
| Elequin Capital, LP | $68K | $43K |
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: FLMB institutional holders, BCLO institutional holders.
Frequently asked questions
Do institutions hold both FLMB and BCLO?
3 Form 13F filers report positions in both, out of 34 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%.