EFAA vs BSJS overlap
28 institutions report holding both EFAA and BSJS.
EFAABSJS
Pick 2 to 4 ETFs.
We don’t have holdings for EFAA. 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.
28
institutions report holding both, of 179 holding any
EFAA86.5% of its 13F dollars, 40.0% of its 70 holders
BSJS55.1% of its 13F dollars, 20.4% of its 137 holders
Largest institutions holding both
| Firm | EFAA | BSJS |
|---|---|---|
| Morgan Stanley | $92.5M | $27.2M |
| LPL Financial LLC | $45.4M | $56.2M |
| Invesco Ltd. | $83.2M | $2.0M |
| Raymond James Financial Inc. | $37.0M | $32.3M |
| Wells Fargo & Company | $4.3M | $27.0M |
| Cetera Investment Advisers | $5.2M | $19.0M |
| Jones Financial Companies LLLP | $17.2M | $5.1M |
| UBS Group AG | $10.7M | $9.9M |
| Osaic Holdings, Inc. | $2.9M | $15.8M |
| MML Investors Services, LLC | $7.0M | $5.0M |
| Envestnet Asset Management Inc. | $6.7M | $5.1M |
| Steward Partners Investment Advisory, LLC | $10.5M | $915K |
| Commonwealth Equity Services, LLC | $3.3M | $6.6M |
| Brookstone Capital Management | $8.8M | $783K |
| Jane Street Group, LLC | $4.7M | $4.7M |
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: EFAA institutional holders, BSJS institutional holders.
Frequently asked questions
Do institutions hold both EFAA and BSJS?
28 Form 13F filers report positions in both, out of 179 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%.