SLVO vs FBDC overlap
4 institutions report holding both SLVO and FBDC.
SLVOFBDC
Pick 2 to 4 ETFs.
We don’t have holdings for SLVO. 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 35 holding any
SLVO21.8% of its 13F dollars, 16.0% of its 25 holders
FBDC46.1% of its 13F dollars, 28.6% of its 14 holders
Largest institutions holding both
| Firm | SLVO | FBDC |
|---|---|---|
| LPL Financial LLC | $418K | $2.9M |
| Osaic Holdings, Inc. | $976K | $59K |
| Morgan Stanley | $2K | $484K |
| UBS Group AG | $210K | $898 |
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: SLVO institutional holders, FBDC institutional holders.
Frequently asked questions
Do institutions hold both SLVO and FBDC?
4 Form 13F filers report positions in both, out of 35 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%.