BKMI vs AVIG overlap
15 institutions report holding both BKMI and AVIG.
BKMIAVIG
Pick 2 to 4 ETFs.
We don’t have holdings for BKMI. 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.
15
institutions report holding both, of 228 holding any
BKMI0.8% of its 13F dollars, 23.8% of its 63 holders
AVIG18.2% of its 13F dollars, 8.3% of its 180 holders
Largest institutions holding both
| Firm | BKMI | AVIG |
|---|---|---|
| Morgan Stanley | $1.5M | $116.1M |
| Janney Montgomery Scott LLC | $1.2M | $60.2M |
| LPL Financial LLC | $836K | $33.6M |
| Raymond James Financial Inc. | $1.5M | $27.0M |
| Royal Bank of Canada | $468K | $21.8M |
| Creative Planning | $334K | $21.6M |
| Corient Private Wealth LP | $380K | $10.0M |
| Osaic Holdings, Inc. | $160K | $4.0M |
| Jane Street Group, LLC | $2.2M | $1.1M |
| Goldman Sachs Group Inc. | $1.0M | $2.1M |
| Citadel Advisors LLC | $466K | $1.8M |
| Fifth Third Bancorp | $1.3M | $871K |
| PNC Financial Services Group, Inc. | $516K | $30K |
| Northwestern Mutual Wealth Management Co | $278K | $253K |
| UBS Group AG | $139K | $4K |
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: BKMI institutional holders, AVIG institutional holders.
Frequently asked questions
Do institutions hold both BKMI and AVIG?
15 Form 13F filers report positions in both, out of 228 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%.