FLCO vs BSJR overlap
FLCO 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: FLCO, SEC Form N-PORT, June 30, 2026; BSJR, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | FLCO | BSJR |
|---|---|---|
| Morgan Stanley | $25.6M | $25.6M |
| LPL Financial LLC | $2.6M | $47.5M |
| Cetera Investment Advisers | $2.7M | $38.1M |
| Bank of America Corp. | $21.0M | $12.4M |
| Raymond James Financial Inc. | $419K | $31.9M |
| Wells Fargo & Company | $117K | $27.8M |
| Ameriprise Financial Inc. | $17.8M | $5.1M |
| Osaic Holdings, Inc. | $573K | $22.0M |
| Captrust Financial Advisors | $8.2M | $11.7M |
| UBS Group AG | $15K | $8.9M |
| Commonwealth Equity Services, LLC | $411K | $7.2M |
| Envestnet Asset Management Inc. | $5.1M | $1.1M |
| Citadel Advisors LLC | $3.8M | $1.3M |
| Compound Planning, Inc. | $1.3M | $2.3M |
| MML Investors Services, LLC | $1.6M | $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: FLCO institutional holders, BSJR institutional holders.
Frequently asked questions
How much do FLCO and BSJR overlap?
0.0% by weight, with 0 holdings in common, using holdings for FLCO as of June 30, 2026 and BSJR as of May 31, 2026.
Do institutions hold both FLCO and BSJR?
24 Form 13F filers report positions in both, out of 186 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%.