JFLX vs BFLX overlap
13 institutions report holding both JFLX and BFLX.
JFLXBFLX
Pick 2 to 4 ETFs.
We don’t have holdings for BFLX. 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.
13
institutions report holding both, of 132 holding any
JFLX32.4% of its 13F dollars, 14.6% of its 89 holders
BFLX89.3% of its 13F dollars, 23.2% of its 56 holders
Largest institutions holding both
| Firm | JFLX | BFLX |
|---|---|---|
| Envestnet Asset Management Inc. | $7.4M | $416.7M |
| JPMorgan Chase & Co | $159.9M | $33.1M |
| LPL Financial LLC | $24.2M | $142.2M |
| Wells Fargo & Company | $69.3M | $71.4M |
| MML Investors Services, LLC | $270K | $92.9M |
| Cetera Investment Advisers | $13.9M | $29.4M |
| Sanctuary Advisors, LLC | $1.8M | $4.0M |
| Goldman Sachs Group Inc. | $3.8M | $697K |
| World Investment Advisors | $389K | $3.2M |
| Osaic Holdings, Inc. | $1.7M | $98K |
| Global Retirement Partners, LLC | $82K | $32K |
| Harbour Investments, Inc. | $77K | $615 |
| Fifth Third Bancorp | $4K | $45K |
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: JFLX institutional holders, BFLX institutional holders.
Frequently asked questions
Do institutions hold both JFLX and BFLX?
13 Form 13F filers report positions in both, out of 132 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%.