JBBB vs BSCX overlap
38 institutions report holding both JBBB and BSCX.
JBBBBSCX
Pick 2 to 4 ETFs.
We don’t have holdings for BSCX. 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.
38
institutions report holding both, of 284 holding any
JBBB18.4% of its 13F dollars, 19.6% of its 194 holders
BSCX69.2% of its 13F dollars, 29.7% of its 128 holders
Largest institutions holding both
| Firm | JBBB | BSCX |
|---|---|---|
| Aptus Capital Advisors, LLC | $434K | $167.5M |
| LPL Financial LLC | $33.9M | $44.4M |
| Ameriprise Financial Inc. | $3.1M | $74.4M |
| Raymond James Financial Inc. | $5.3M | $71.9M |
| Clearstead Advisors, LLC | $336K | $57.9M |
| Morgan Stanley | $170K | $27.6M |
| Envestnet Asset Management Inc. | $22.7M | $3.4M |
| UBS Group AG | $23.2M | $2.1M |
| Wells Fargo & Company | $1.6M | $19.3M |
| Janney Montgomery Scott LLC | $2.7M | $14.0M |
| Royal Bank of Canada | $6.4M | $8.4M |
| Goldman Sachs Group Inc. | $996K | $11.9M |
| Sanctuary Advisors, LLC | $11.1M | $541K |
| Osaic Holdings, Inc. | $4.9M | $6.3M |
| Northwestern Mutual Wealth Management Co | $1.8M | $5.1M |
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: JBBB institutional holders, BSCX institutional holders.
Frequently asked questions
Do institutions hold both JBBB and BSCX?
38 Form 13F filers report positions in both, out of 284 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%.