IWC vs BFLX overlap
23 institutions report holding both IWC and BFLX.
IWCBFLX
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.
23
institutions report holding both, of 306 holding any
IWC19.0% of its 13F dollars, 8.4% of its 273 holders
BFLX94.7% of its 13F dollars, 41.1% of its 56 holders
Largest institutions holding both
| Firm | IWC | BFLX |
|---|---|---|
| Envestnet Asset Management Inc. | $11.6M | $416.7M |
| LPL Financial LLC | $11.6M | $142.2M |
| Wells Fargo & Company | $27.5M | $71.4M |
| MML Investors Services, LLC | $959K | $92.9M |
| Goldman Sachs Group Inc. | $62.6M | $697K |
| Cetera Investment Advisers | $21.3M | $29.4M |
| JPMorgan Chase & Co | $7.6M | $33.1M |
| Park Avenue Securities LLC | $10.3M | $29.8M |
| BlackRock, Inc. | $458K | $10.5M |
| Susquehanna International Group, LLP | $6.1M | $2.6M |
| Regal Investment Advisors LLC | $4.2M | $2.3M |
| Sanctuary Advisors, LLC | $501K | $4.0M |
| Osaic Holdings, Inc. | $4.1M | $98K |
| World Investment Advisors | $331K | $3.2M |
| Integrated Wealth Concepts LLC | $1.2M | $2.4M |
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: IWC institutional holders, BFLX institutional holders.
Frequently asked questions
Do institutions hold both IWC and BFLX?
23 Form 13F filers report positions in both, out of 306 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%.