JDIV vs BGRO overlap
1 institutions report holding both JDIV and BGRO.
JDIVBGRO
Pick 2 to 4 ETFs.
We don’t have holdings for BGRO. 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.
1
institutions report holding both, of 13 holding any
JDIV4.1% of its 13F dollars, 8.3% of its 12 holders
BGRO0.1% of its 13F dollars, 50.0% of its 2 holders
Largest institutions holding both
| Firm | JDIV | BGRO |
|---|---|---|
| Integrated Wealth Concepts LLC | $325K | $4K |
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: JDIV institutional holders, BGRO institutional holders.
Frequently asked questions
Do institutions hold both JDIV and BGRO?
1 Form 13F filers report positions in both, out of 13 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%.