FLBL vs BSJR overlap
FLBL and BSJR overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
These funds hold nothing in common.
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: FLBL, SEC Form N-PORT, June 30, 2026; BSJR, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | FLBL | BSJR |
|---|---|---|
| LPL Financial LLC | $28.3M | $47.5M |
| Raymond James Financial Inc. | $20.1M | $31.9M |
| Cetera Investment Advisers | $12.6M | $38.1M |
| Wells Fargo & Company | $1.9M | $27.8M |
| Morgan Stanley | $4.0M | $25.6M |
| Osaic Holdings, Inc. | $6.1M | $22.0M |
| Envestnet Asset Management Inc. | $24.4M | $1.1M |
| Ameriprise Financial Inc. | $14.6M | $5.1M |
| Ashton Thomas Private Wealth, LLC | $16K | $17.2M |
| Bank of America Corp. | $3.9M | $12.4M |
| Mercer Global Advisors Inc. | $819K | $14.8M |
| Advisory Alpha, LLC | $228K | $10.4M |
| Royal Bank of Canada | $7.9M | $1.9M |
| Intrua Financial, LLC | $271K | $6.9M |
| MML Investors Services, LLC | $4.4M | $1.7M |
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: FLBL institutional holders, BSJR institutional holders.
Frequently asked questions
How much do FLBL and BSJR overlap?
0.0% by weight, with 0 holdings in common, using holdings for FLBL as of June 30, 2026 and BSJR as of May 31, 2026.
Do institutions hold both FLBL and BSJR?
36 Form 13F filers report positions in both, out of 251 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%.