JAVA vs BLCR overlap
116 institutions report holding both JAVA and BLCR.
JAVABLCR
Pick 2 to 4 ETFs.
We don’t have holdings for BLCR. 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.
116
institutions report holding both, of 592 holding any
JAVA61.2% of its 13F dollars, 42.3% of its 274 holders
BLCR79.9% of its 13F dollars, 26.7% of its 434 holders
Largest institutions holding both
| Firm | JAVA | BLCR |
|---|---|---|
| Envestnet Asset Management Inc. | $89.0M | $2.1B |
| JPMorgan Chase & Co | $1.6B | $291.4M |
| LPL Financial LLC | $573.9M | $751.7M |
| BlackRock, Inc. | $99K | $426.3M |
| Morgan Stanley | $134.0M | $231.1M |
| Cetera Investment Advisers | $149.2M | $133.2M |
| Janney Montgomery Scott LLC | $115.8M | $104.2M |
| OpenArc Corporate Advisory, LLC | $211.3M | $499K |
| MML Investors Services, LLC | $9.5M | $173.8M |
| Bank of America Corp. | $58.0M | $124.5M |
| Envestnet Portfolio Solutions, Inc. | $206K | $172.6M |
| Royal Bank of Canada | $103.8M | $20.6M |
| Cambridge Investment Research Advisors, Inc. | $48.9M | $43.8M |
| Commonwealth Equity Services, LLC | $49.3M | $40.1M |
| Raymond James Financial Inc. | $58.4M | $29.3M |
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: JAVA institutional holders, BLCR institutional holders.
Frequently asked questions
Do institutions hold both JAVA and BLCR?
116 Form 13F filers report positions in both, out of 592 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%.