BSMU vs BSJU overlap
29 institutions report holding both BSMU and BSJU.
BSMUBSJU
Pick 2 to 4 ETFs.
We don’t have holdings for BSJU. 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.
29
institutions report holding both, of 150 holding any
BSMU40.8% of its 13F dollars, 27.4% of its 106 holders
BSJU42.9% of its 13F dollars, 39.7% of its 73 holders
Largest institutions holding both
| Firm | BSMU | BSJU |
|---|---|---|
| LPL Financial LLC | $10.2M | $26.8M |
| Wells Fargo & Company | $11.3M | $3.6M |
| Morgan Stanley | $7.2M | $5.7M |
| Raymond James Financial Inc. | $5.3M | $4.0M |
| Osaic Holdings, Inc. | $2.0M | $6.6M |
| Bank of America Corp. | $6.3M | $1.8M |
| Jones Financial Companies LLLP | $3.2M | $4.0M |
| NewEdge Advisors, LLC | $4.8M | $1.6M |
| UBS Group AG | $5.5M | $662K |
| Cetera Investment Advisers | $368K | $5.6M |
| Commonwealth Equity Services, LLC | $1.6M | $3.3M |
| Howard Wealth Management, LLC | $622K | $4.2M |
| Envestnet Asset Management Inc. | $2.5M | $582K |
| Harbour Investments, Inc. | $606K | $2.0M |
| VestGen Advisors, LLC | $1.7M | $511K |
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: BSMU institutional holders, BSJU institutional holders.
Frequently asked questions
Do institutions hold both BSMU and BSJU?
29 Form 13F filers report positions in both, out of 150 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%.