IVVM vs BEDY overlap
6 institutions report holding both IVVM and BEDY.
IVVMBEDY
Pick 2 to 4 ETFs.
We don’t have holdings for IVVM. 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.
6
institutions report holding both, of 68 holding any
IVVM11.3% of its 13F dollars, 16.2% of its 37 holders
BEDY73.6% of its 13F dollars, 16.2% of its 37 holders
Largest institutions holding both
| Firm | IVVM | BEDY |
|---|---|---|
| Bank of New York Mellon Corp | $214K | $67.5M |
| LPL Financial LLC | $4.2M | $19.4M |
| Raymond James Financial Inc. | $8.3M | $6.8M |
| Osaic Holdings, Inc. | $1.0M | $789K |
| HighTower Advisors, LLC | $448K | $861K |
| Royal Bank of Canada | $67K | $5K |
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: IVVM institutional holders, BEDY institutional holders.
Frequently asked questions
Do institutions hold both IVVM and BEDY?
6 Form 13F filers report positions in both, out of 68 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%.