BSJR vs BSJQ overlap
BSJR and BSJQ overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
These funds hold nothing in common.
Overlap by weight adds up the smaller weight of each holding the funds share, so 100% means identical portfolios. Long securities only: derivatives and cash vehicles are left out. Sources: BSJR, SEC Form N-PORT, May 31, 2026; BSJQ, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | BSJR | BSJQ |
|---|---|---|
| Mirador Capital Partners LP | $53.5M | $62.3M |
| LPL Financial LLC | $47.5M | $44.2M |
| Cetera Investment Advisers | $38.1M | $28.4M |
| Morgan Stanley | $25.6M | $31.3M |
| Wells Fargo & Company | $27.8M | $21.2M |
| Osaic Holdings, Inc. | $22.0M | $19.4M |
| Raymond James Financial Inc. | $31.9M | $6.3M |
| Mercer Global Advisors Inc. | $14.8M | $13.7M |
| Ashton Thomas Private Wealth, LLC | $17.2M | $7.8M |
| Larson Financial Group LLC | $15.9M | $7.6M |
| Collective Family Office LLC | $8.2M | $15.3M |
| UBS Group AG | $8.9M | $13.7M |
| Advisory Alpha, LLC | $10.4M | $11.7M |
| Citadel Advisors LLC | $1.3M | $19.1M |
| Parkway Wealth Management Group, LLC | $10.2M | $10.1M |
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: BSJR institutional holders, BSJQ institutional holders.
Frequently asked questions
How much do BSJR and BSJQ overlap?
0.0% by weight, with 0 holdings in common, using holdings for BSJR as of May 31, 2026 and BSJQ as of May 31, 2026.
Do institutions hold both BSJR and BSJQ?
137 Form 13F filers report positions in both, out of 215 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%.