THRO vs BLCR overlap
396 institutions report holding both THRO and BLCR.
THROBLCR
Pick 2 to 4 ETFs.
We don’t have holdings for THRO, 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.
396
institutions report holding both, of 536 holding any
THRO93.0% of its 13F dollars, 79.5% of its 498 holders
BLCR98.8% of its 13F dollars, 91.2% of its 434 holders
Largest institutions holding both
| Firm | THRO | BLCR |
|---|---|---|
| Envestnet Asset Management Inc. | $1.6B | $2.1B |
| LPL Financial LLC | $733.2M | $751.7M |
| JPMorgan Chase & Co | $349.8M | $291.4M |
| BlackRock, Inc. | $206.7M | $426.3M |
| Morgan Stanley | $225.7M | $231.1M |
| MML Investors Services, LLC | $159.7M | $173.8M |
| Park Avenue Securities LLC | $146.9M | $185.6M |
| Envestnet Portfolio Solutions, Inc. | $131.1M | $172.6M |
| Cetera Investment Advisers | $133.1M | $133.2M |
| Bank of America Corp. | $112.1M | $124.5M |
| Janney Montgomery Scott LLC | $73.8M | $104.2M |
| Bank of New York Mellon Corp | $72.4M | $101.5M |
| NewEdge Advisors, LLC | $113.4M | $55.8M |
| Sanctuary Advisors, LLC | $61.3M | $59.3M |
| JB Capital LLC | $51.0M | $69.5M |
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: THRO institutional holders, BLCR institutional holders.
Frequently asked questions
Do institutions hold both THRO and BLCR?
396 Form 13F filers report positions in both, out of 536 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%.