RSPG vs BLCV overlap
12 institutions report holding both RSPG and BLCV.
RSPGBLCV
Pick 2 to 4 ETFs.
We don’t have holdings for BLCV. 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.
12
institutions report holding both, of 173 holding any
RSPG12.8% of its 13F dollars, 7.8% of its 154 holders
BLCV4.3% of its 13F dollars, 38.7% of its 31 holders
Largest institutions holding both
| Firm | RSPG | BLCV |
|---|---|---|
| LPL Financial LLC | $14.4M | $5.3M |
| Raymond James Financial Inc. | $10.7M | $265K |
| Goldman Sachs Group Inc. | $2.0M | $2.9M |
| Osaic Holdings, Inc. | $3.4M | $770K |
| Cetera Investment Advisers | $2.9M | $242K |
| Susquehanna International Group, LLP | $2.8M | $233K |
| Commonwealth Equity Services, LLC | $2.0M | $805K |
| Envestnet Asset Management Inc. | $1.3M | $1.2M |
| Summit Financial, LLC | $429K | $1.1M |
| MGO One Seven LLC | $219K | $250K |
| Founders Financial Alliance, LLC | $66K | $29K |
| IFG Advisory, LLC | $5K | $5K |
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: RSPG institutional holders, BLCV institutional holders.
Frequently asked questions
Do institutions hold both RSPG and BLCV?
12 Form 13F filers report positions in both, out of 173 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%.