PTLC vs BSVO overlap
PTLC and BSVO overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
These funds hold nothing in common.
Overlap by weight adds up the smaller weight of each holding the funds share, so 100% means identical portfolios. Long securities only: derivatives and cash vehicles are left out. Sources: PTLC, SEC Form N-PORT, July 31, 2026; BSVO, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | PTLC | BSVO |
|---|---|---|
| Focus Partners Wealth | $225K | $1.1B |
| Focus Partners Advisor Solutions, LLC | $1.1M | $616.0M |
| LPL Financial LLC | $337.6M | $4.4M |
| Morgan Stanley | $212.6M | $247K |
| Raymond James Financial Inc. | $135.6M | $406K |
| Cambridge Investment Research Advisors, Inc. | $86.2M | $1.4M |
| Envestnet Asset Management Inc. | $38.5M | $33.6M |
| Cetera Investment Advisers | $65.6M | $421K |
| Osaic Holdings, Inc. | $43.7M | $1.3M |
| Royal Bank of Canada | $35.9M | $3K |
| MML Investors Services, LLC | $20.4M | $433K |
| EverSource Wealth Advisors, LLC | $611K | $19.7M |
| HMV Wealth Advisors, LLC | $320K | $18.9M |
| NewEdge Advisors, LLC | $18.6M | $514K |
| Kestra Advisory Services, LLC | $17.5M | $693K |
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: PTLC institutional holders, BSVO institutional holders.
Frequently asked questions
How much do PTLC and BSVO overlap?
0.0% by weight, with 0 holdings in common, using holdings for PTLC as of July 31, 2026 and BSVO as of June 30, 2026.
Do institutions hold both PTLC and BSVO?
40 Form 13F filers report positions in both, out of 349 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%.