VTEI vs BILZ overlap
25 institutions report holding both VTEI and BILZ.
VTEIBILZ
Pick 2 to 4 ETFs.
We don’t have holdings for BILZ. 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.
25
institutions report holding both, of 273 holding any
VTEI11.9% of its 13F dollars, 14.3% of its 175 holders
BILZ16.2% of its 13F dollars, 20.3% of its 123 holders
Largest institutions holding both
| Firm | VTEI | BILZ |
|---|---|---|
| Captrust Financial Advisors | $2.8M | $47.7M |
| Envestnet Asset Management Inc. | $38.7M | $1.5M |
| LPL Financial LLC | $6.1M | $32.2M |
| Commonwealth Equity Services, LLC | $24.9M | $1.9M |
| Tower Research Capital LLC (TRC) | $414K | $13.3M |
| Royal Bank of Canada | $1.1M | $11.4M |
| Apella Capital, LLC | $5.6M | $1.4M |
| Osaic Holdings, Inc. | $3.2M | $3.1M |
| Citadel Advisors LLC | $2.0M | $3.2M |
| NewEdge Advisors, LLC | $774K | $3.8M |
| Farther Finance Advisors, LLC | $1.4M | $3.1M |
| Raymond James Financial Inc. | $3.9M | $442K |
| Cambridge Investment Research Advisors, Inc. | $762K | $2.6M |
| Integrated Wealth Concepts LLC | $57K | $3.2M |
| Northwestern Mutual Wealth Management Co | $2.3M | $6K |
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: VTEI institutional holders, BILZ institutional holders.
Frequently asked questions
Do institutions hold both VTEI and BILZ?
25 Form 13F filers report positions in both, out of 273 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%.