EUSB vs BSJR overlap
EUSB and BSJR overlap 0.1% by weight, across 26 shared holdings.
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Top shared holdings
| Holding | EUSB | BSJR | Overlap |
|---|---|---|---|
| MPT OPER Partnership LP/Corp. 5% 10/15/2027MPW | 0.01% | 1.83% | 0.01% |
| Sirius XM RadioSIRI | 0.01% | 1.42% | 0.01% |
| Prime SEC/FINPRSESE | 0.01% | 1.32% | 0.01% |
| NWL 6.375 09/15/27NWL | 0.01% | 0.68% | 0.01% |
| GEN Digital Inc. | 0.01% | 1.22% | 0.01% |
| RB Global HLDSRBACN | 0.01% | 0.33% | 0.01% |
| Iron Mountain Inc. 4.875% 09/15/2027 144A | 0.01% | 1.34% | 0.01% |
| Garrett MOT/SARLGTX | 0.01% | 1.13% | 0.01% |
| XPO Inc. | 0.01% | 0.81% | 0.01% |
| Teleflex Inc | 0.01% | 0.67% | 0.01% |
| Encore Capital | 0.01% | 0.71% | 0.01% |
| Belo Corp | 0.01% | 0.33% | 0.01% |
| Avis Budget Car Rental LLC / Avis Budget Finance IncCAR | 0.01% | 0.45% | 0.01% |
| Service Corp. | 0.01% | 0.74% | 0.01% |
| Cogent Commun | 0.00% | 0.60% | 0.00% |
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: EUSB, SEC Form N-PORT, May 31, 2026; BSJR, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | EUSB | BSJR |
|---|---|---|
| BlackRock, Inc. | $252.2M | $26K |
| LPL Financial LLC | $23.7M | $47.5M |
| Cetera Investment Advisers | $3.2M | $38.1M |
| Raymond James Financial Inc. | $1.6M | $31.9M |
| Morgan Stanley | $7.0M | $25.6M |
| Wells Fargo & Company | $2.1M | $27.8M |
| Osaic Holdings, Inc. | $2.8M | $22.0M |
| Envestnet Asset Management Inc. | $22.8M | $1.1M |
| Jones Financial Companies LLLP | $18.0M | $4.4M |
| Thrivent Financial for Lutherans | $16.4M | $1.0M |
| Ashton Thomas Private Wealth, LLC | $181K | $17.2M |
| Mercer Global Advisors Inc. | $2.6M | $14.8M |
| Larson Financial Group LLC | $348 | $15.9M |
| Bank of America Corp. | $3.3M | $12.4M |
| Allworth Financial LP | $11.8M | $568K |
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: EUSB institutional holders, BSJR institutional holders.
Frequently asked questions
How much do EUSB and BSJR overlap?
0.1% by weight, with 26 holdings in common, using holdings for EUSB as of May 31, 2026 and BSJR as of May 31, 2026. The largest shared position is MPW.
Do institutions hold both EUSB and BSJR?
44 Form 13F filers report positions in both, out of 281 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%.