GOVI vs BFLX overlap
17 institutions report holding both GOVI and BFLX.
GOVIBFLX
Pick 2 to 4 ETFs.
We don’t have holdings for BFLX. 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.
17
institutions report holding both, of 128 holding any
GOVI22.0% of its 13F dollars, 19.1% of its 89 holders
BFLX90.2% of its 13F dollars, 30.4% of its 56 holders
Largest institutions holding both
| Firm | GOVI | BFLX |
|---|---|---|
| Envestnet Asset Management Inc. | $13.5M | $416.7M |
| LPL Financial LLC | $119.6M | $142.2M |
| MML Investors Services, LLC | $711K | $92.9M |
| Wells Fargo & Company | $4.9M | $71.4M |
| Cetera Investment Advisers | $30.0M | $29.4M |
| JPMorgan Chase & Co | $236K | $33.1M |
| Integrated Wealth Concepts LLC | $15.4M | $2.4M |
| Susquehanna International Group, LLP | $3.6M | $2.6M |
| Jane Street Group, LLC | $2.0M | $3.9M |
| Sequoia Financial Advisors, LLC | $286K | $3.6M |
| World Investment Advisors | $573K | $3.2M |
| Osaic Holdings, Inc. | $2.6M | $98K |
| PNC Financial Services Group, Inc. | $1.8M | $196K |
| Fifth Third Bancorp | $141K | $45K |
| Aptus Capital Advisors, LLC | $7K | $175K |
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: GOVI institutional holders, BFLX institutional holders.
Frequently asked questions
Do institutions hold both GOVI and BFLX?
17 Form 13F filers report positions in both, out of 128 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%.