DBND vs BSJR overlap
DBND and BSJR overlap 0.1% by weight, across 5 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | DBND | BSJR | Overlap |
|---|---|---|---|
| WAND Newco 3CALCOL | 0.05% | 1.74% | 0.05% |
| Realogy Group LLC / Realogy Co-Issuer Corp. 9.75% 04/15/2030 144AHOUS | 0.01% | 0.72% | 0.01% |
| Match Group II | 0.01% | 0.59% | 0.01% |
| Cougar JV SubsidHUDAUT | 0.01% | 0.95% | 0.01% |
| CCO Holdings LLCCHTR | 0.01% | 1.47% | 0.01% |
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: DBND, SEC Form N-PORT, June 30, 2026; BSJR, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | DBND | BSJR |
|---|---|---|
| Raymond James Financial Inc. | $35.7M | $31.9M |
| Foundations Investment Advisors, LLC | $53.0M | $3.0M |
| LPL Financial LLC | $1.7M | $47.5M |
| UBS Group AG | $29.5M | $8.9M |
| NewEdge Advisors, LLC | $33.1M | $1.9M |
| Envestnet Asset Management Inc. | $32.1M | $1.1M |
| Morgan Stanley | $2.3M | $25.6M |
| Osaic Holdings, Inc. | $4.8M | $22.0M |
| Ashton Thomas Private Wealth, LLC | $5.2M | $17.2M |
| Bank of America Corp. | $2.0M | $12.4M |
| Aptus Capital Advisors, LLC | $14.0M | $9K |
| MML Investors Services, LLC | $10.7M | $1.7M |
| Ausdal Financial Partners, Inc. | $6.9M | $811K |
| Cambridge Investment Research Advisors, Inc. | $2.0M | $1.9M |
| Royal Bank of Canada | $1.3M | $1.9M |
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: DBND institutional holders, BSJR institutional holders.
Frequently asked questions
How much do DBND and BSJR overlap?
0.1% by weight, with 5 holdings in common, using holdings for DBND as of June 30, 2026 and BSJR as of May 31, 2026. The largest shared position is CALCOL.
Do institutions hold both DBND and BSJR?
28 Form 13F filers report positions in both, out of 238 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%.