HDV vs BLCR overlap
235 institutions report holding both HDV and BLCR.
HDVBLCR
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.
235
institutions report holding both, of 1,080 holding any
HDV68.5% of its 13F dollars, 26.7% of its 881 holders
BLCR92.4% of its 13F dollars, 54.1% of its 434 holders
Largest institutions holding both
| Firm | HDV | BLCR |
|---|---|---|
| Envestnet Asset Management Inc. | $168.2M | $2.1B |
| LPL Financial LLC | $462.8M | $751.7M |
| Morgan Stanley | $476.1M | $231.1M |
| Bank of America Corp. | $564.1M | $124.5M |
| BlackRock, Inc. | $86.3M | $426.3M |
| JPMorgan Chase & Co | $183.8M | $291.4M |
| Cetera Investment Advisers | $97.1M | $133.2M |
| Janney Montgomery Scott LLC | $123.0M | $104.2M |
| MML Investors Services, LLC | $47.2M | $173.8M |
| UBS Group AG | $218.7M | $4K |
| Royal Bank of Canada | $173.7M | $20.6M |
| Wells Fargo & Company | $192.3M | $105K |
| Park Avenue Securities LLC | $3.1M | $185.6M |
| Envestnet Portfolio Solutions, Inc. | $8.1M | $172.6M |
| Jones Financial Companies LLLP | $174.9M | $2K |
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: HDV institutional holders, BLCR institutional holders.
Frequently asked questions
Do institutions hold both HDV and BLCR?
235 Form 13F filers report positions in both, out of 1,080 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%.