BSJS vs BKMS overlap
12 institutions report holding both BSJS and BKMS.
BSJSBKMS
Pick 2 to 4 ETFs.
We don’t have holdings for BKMS. 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.
12
institutions report holding both, of 152 holding any
BSJS40.4% of its 13F dollars, 8.8% of its 137 holders
BKMS1.0% of its 13F dollars, 44.4% of its 27 holders
Largest institutions holding both
| Firm | BSJS | BKMS |
|---|---|---|
| LPL Financial LLC | $56.2M | $1.8M |
| Raymond James Financial Inc. | $32.3M | $292K |
| Morgan Stanley | $27.2M | $357K |
| Wells Fargo & Company | $27.0M | $209K |
| Osaic Holdings, Inc. | $15.8M | $8K |
| UBS Group AG | $9.9M | $34K |
| Jane Street Group, LLC | $4.7M | $790K |
| Private Advisor Group, LLC | $1.1M | $291K |
| Old Mission Capital LLC | $875K | $527K |
| Citadel Advisors LLC | $1.1M | $210K |
| Farther Finance Advisors, LLC | $363K | $511 |
| Northwestern Mutual Wealth Management Co | $44K | $34K |
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: BSJS institutional holders, BKMS institutional holders.
Frequently asked questions
Do institutions hold both BSJS and BKMS?
12 Form 13F filers report positions in both, out of 152 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%.