BSJX vs BSJW overlap
12 institutions report holding both BSJX and BSJW.
BSJXBSJW
Pick 2 to 4 ETFs.
We don’t have holdings for BSJX, BSJW. 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 21 holding any
BSJX100.0% of its 13F dollars, 100.0% of its 12 holders
BSJW57.5% of its 13F dollars, 57.1% of its 21 holders
Largest institutions holding both
| Firm | BSJX | BSJW |
|---|---|---|
| IMA Advisory Services, Inc. | $7.4M | $200K |
| Moneco Advisors, LLC | $2.3M | $2.2M |
| Jane Street Group, LLC | $2.1M | $576K |
| Ark Wealth Advisors LLC | $1.3M | $1.3M |
| LPL Financial LLC | $585K | $1.8M |
| Raymond James Financial Inc. | $857K | $1.1M |
| Osaic Holdings, Inc. | $180K | $844K |
| 4Thought Financial Group Inc. | $437K | $433K |
| VestGen Advisors, LLC | $206K | $430K |
| Asset Dedication, LLC | $20K | $20K |
| Community Financial Services Group, LLC | $3K | $3K |
| Steward Partners Investment Advisory, LLC | $2K | $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: BSJX institutional holders, BSJW institutional holders.
Frequently asked questions
Do institutions hold both BSJX and BSJW?
12 Form 13F filers report positions in both, out of 21 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%.