FJP vs BIDD overlap
32 institutions report holding both FJP and BIDD.
FJPBIDD
Pick 2 to 4 ETFs.
We don’t have holdings for BIDD. 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.
32
institutions report holding both, of 160 holding any
FJP72.8% of its 13F dollars, 31.1% of its 103 holders
BIDD55.9% of its 13F dollars, 36.0% of its 89 holders
Largest institutions holding both
| Firm | FJP | BIDD |
|---|---|---|
| Osaic Holdings, Inc. | $55.3M | $8.2M |
| Morgan Stanley | $18.4M | $28.0M |
| LPL Financial LLC | $21.7M | $15.2M |
| Envestnet Asset Management Inc. | $17.1M | $13.2M |
| Raymond James Financial Inc. | $7.2M | $10.7M |
| MML Investors Services, LLC | $266K | $16.1M |
| Cetera Investment Advisers | $9.9M | $3.2M |
| Commonwealth Equity Services, LLC | $560K | $9.1M |
| Cambridge Investment Research Advisors, Inc. | $8.4M | $646K |
| JPMorgan Chase & Co | $25K | $7.2M |
| Assetmark, Inc. | $7.1M | $145K |
| Citadel Advisors LLC | $2.2M | $2.7M |
| Susquehanna International Group, LLP | $510K | $3.4M |
| Stifel Financial Corp. | $2.9M | $632K |
| Jones Financial Companies LLLP | $261K | $2.8M |
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: FJP institutional holders, BIDD institutional holders.
Frequently asked questions
Do institutions hold both FJP and BIDD?
32 Form 13F filers report positions in both, out of 160 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%.