CGUI vs BSJU overlap
18 institutions report holding both CGUI and BSJU.
CGUIBSJU
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.
18
institutions report holding both, of 113 holding any
CGUI51.0% of its 13F dollars, 31.0% of its 58 holders
BSJU37.3% of its 13F dollars, 24.7% of its 73 holders
Largest institutions holding both
| Firm | CGUI | BSJU |
|---|---|---|
| LPL Financial LLC | $32.7M | $26.8M |
| Wells Fargo & Company | $11.8M | $3.6M |
| Cetera Investment Advisers | $7.1M | $5.6M |
| Osaic Holdings, Inc. | $4.4M | $6.6M |
| Steward Partners Investment Advisory, LLC | $4.2M | $5.8M |
| Envestnet Asset Management Inc. | $8.5M | $582K |
| Jones Financial Companies LLLP | $5.1M | $4.0M |
| Commonwealth Equity Services, LLC | $4.2M | $3.3M |
| Raymond James Financial Inc. | $3.4M | $4.0M |
| Cambridge Investment Research Advisors, Inc. | $2.9M | $669K |
| Brookstone Capital Management | $2.7M | $786K |
| Royal Bank of Canada | $2.3M | $798K |
| Harbour Investments, Inc. | $25K | $2.0M |
| Citadel Advisors LLC | $1.3M | $375K |
| UBS Group AG | $230K | $662K |
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: CGUI institutional holders, BSJU institutional holders.
Frequently asked questions
Do institutions hold both CGUI and BSJU?
18 Form 13F filers report positions in both, out of 113 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%.