VFLO vs BLCR overlap
119 institutions report holding both VFLO and BLCR.
VFLOBLCR
Pick 2 to 4 ETFs.
We don’t have holdings for 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.
119
institutions report holding both, of 626 holding any
VFLO75.9% of its 13F dollars, 38.3% of its 311 holders
BLCR78.1% of its 13F dollars, 27.4% of its 434 holders
Largest institutions holding both
| Firm | VFLO | BLCR |
|---|---|---|
| Envestnet Asset Management Inc. | $114.1M | $2.1B |
| LPL Financial LLC | $643.7M | $751.7M |
| Morgan Stanley | $684.7M | $231.1M |
| Bank of America Corp. | $748.3M | $124.5M |
| BlackRock, Inc. | $261K | $426.3M |
| Wells Fargo & Company | $380.8M | $105K |
| Northwestern Mutual Wealth Management Co | $371.4M | $9K |
| Raymond James Financial Inc. | $293.5M | $29.3M |
| JPMorgan Chase & Co | $7.3M | $291.4M |
| UBS Group AG | $194.4M | $4K |
| MML Investors Services, LLC | $12.5M | $173.8M |
| Merit Financial Group, LLC | $147.5M | $5.7M |
| Cetera Investment Advisers | $19.2M | $133.2M |
| HighTower Advisors, LLC | $136.5M | $2.4M |
| Modern Wealth Management, LLC | $127.6M | $8.6M |
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: VFLO institutional holders, BLCR institutional holders.
Frequently asked questions
Do institutions hold both VFLO and BLCR?
119 Form 13F filers report positions in both, out of 626 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%.