IBTO vs BSJT overlap
25 institutions report holding both IBTO and BSJT.
IBTOBSJT
Pick 2 to 4 ETFs.
We don’t have holdings for BSJT. 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.
25
institutions report holding both, of 176 holding any
IBTO29.2% of its 13F dollars, 30.1% of its 83 holders
BSJT53.5% of its 13F dollars, 21.2% of its 118 holders
Largest institutions holding both
| Firm | IBTO | BSJT |
|---|---|---|
| LPL Financial LLC | $1.2M | $67.4M |
| Morgan Stanley | $25.4M | $10.1M |
| Wells Fargo & Company | $7.9M | $18.1M |
| Cetera Investment Advisers | $10.0M | $15.5M |
| Envestnet Asset Management Inc. | $15.8M | $1.4M |
| UBS Group AG | $4.3M | $10.4M |
| Raymond James Financial Inc. | $2.2M | $11.2M |
| Mercer Global Advisors Inc. | $3.8M | $9.0M |
| Ameriprise Financial Inc. | $8.6M | $2.7M |
| Osaic Holdings, Inc. | $120K | $9.1M |
| Royal Bank of Canada | $3.2M | $3.7M |
| Bank of America Corp. | $3.7M | $2.5M |
| Captrust Financial Advisors | $367K | $5.5M |
| Commonwealth Equity Services, LLC | $661K | $3.4M |
| Stifel Financial Corp. | $3.0M | $374K |
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: IBTO institutional holders, BSJT institutional holders.
Frequently asked questions
Do institutions hold both IBTO and BSJT?
25 Form 13F filers report positions in both, out of 176 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%.