OWNS vs BCLO overlap
4 institutions report holding both OWNS and BCLO.
OWNSBCLO
Pick 2 to 4 ETFs.
We don’t have holdings for OWNS, BCLO. 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.
4
institutions report holding both, of 36 holding any
OWNS6.9% of its 13F dollars, 14.3% of its 28 holders
BCLO7.1% of its 13F dollars, 33.3% of its 12 holders
Largest institutions holding both
| Firm | OWNS | BCLO |
|---|---|---|
| LPL Financial LLC | $3.2M | $1.9M |
| Royal Bank of Canada | $106K | $1.1M |
| Wealth Enhancement Advisory Services, LLC | $379K | $750K |
| Jane Street Group, LLC | $251K | $332K |
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: OWNS institutional holders, BCLO institutional holders.
Frequently asked questions
Do institutions hold both OWNS and BCLO?
4 Form 13F filers report positions in both, out of 36 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%.