VNLA vs FLXR overlap
63 institutions report holding both VNLA and FLXR.
VNLAFLXR
Pick 2 to 4 ETFs.
We don’t have holdings for FLXR. 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.
63
institutions report holding both, of 347 holding any
VNLA52.6% of its 13F dollars, 26.8% of its 235 holders
FLXR62.2% of its 13F dollars, 36.0% of its 175 holders
Largest institutions holding both
| Firm | VNLA | FLXR |
|---|---|---|
| Bank of America Corp. | $238.1M | $295.8M |
| Morgan Stanley | $327.1M | $166.1M |
| LPL Financial LLC | $196.1M | $117.6M |
| Wells Fargo & Company | $143.4M | $100.7M |
| Captrust Financial Advisors | $227K | $224.8M |
| Raymond James Financial Inc. | $106.2M | $72.2M |
| UBS Group AG | $22K | $164.1M |
| Envestnet Asset Management Inc. | $3.9M | $84.6M |
| Royal Bank of Canada | $33.9M | $39.7M |
| Stifel Financial Corp. | $14.4M | $57.6M |
| Geneos Wealth Management Inc. | $66.1M | $367K |
| Cambridge Investment Research Advisors, Inc. | $58.3M | $6.2M |
| Janney Montgomery Scott LLC | $3.7M | $58.5M |
| Leelyn Smith, LLC | $14.7M | $32.2M |
| Osaic Holdings, Inc. | $28.6M | $12.9M |
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: VNLA institutional holders, FLXR institutional holders.
Frequently asked questions
Do institutions hold both VNLA and FLXR?
63 Form 13F filers report positions in both, out of 347 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%.