MOAT vs BLCR overlap
189 institutions report holding both MOAT and BLCR.
MOATBLCR
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.
189
institutions report holding both, of 972 holding any
MOAT56.5% of its 13F dollars, 26.0% of its 727 holders
BLCR88.6% of its 13F dollars, 43.5% of its 434 holders
Largest institutions holding both
| Firm | MOAT | BLCR |
|---|---|---|
| Envestnet Asset Management Inc. | $48.4M | $2.1B |
| LPL Financial LLC | $543.3M | $751.7M |
| Morgan Stanley | $595.3M | $231.1M |
| Bank of America Corp. | $550.1M | $124.5M |
| BlackRock, Inc. | $679K | $426.3M |
| JPMorgan Chase & Co | $18.7M | $291.4M |
| Raymond James Financial Inc. | $242.6M | $29.3M |
| Cetera Investment Advisers | $119.9M | $133.2M |
| Wells Fargo & Company | $197.0M | $105K |
| MML Investors Services, LLC | $21.2M | $173.8M |
| Park Avenue Securities LLC | $1.0M | $185.6M |
| Envestnet Portfolio Solutions, Inc. | $2.1M | $172.6M |
| Cambridge Investment Research Advisors, Inc. | $124.1M | $43.8M |
| Commonwealth Equity Services, LLC | $117.5M | $40.1M |
| Jones Financial Companies LLLP | $140.3M | $2K |
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: MOAT institutional holders, BLCR institutional holders.
Frequently asked questions
Do institutions hold both MOAT and BLCR?
189 Form 13F filers report positions in both, out of 972 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%.