LGOV vs BSJR overlap
LGOV and BSJR overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (LGOV: July 31, 2026, BSJR: May 31, 2026), so market moves and index changes between those dates lower the number. Funds tracking the same index can read well below their true overlap.
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: LGOV, SEC Form N-PORT, July 31, 2026; BSJR, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | LGOV | BSJR |
|---|---|---|
| LPL Financial LLC | $88.8M | $47.5M |
| Morgan Stanley | $39.0M | $25.6M |
| Cetera Investment Advisers | $17.9M | $38.1M |
| Royal Bank of Canada | $45.3M | $1.9M |
| Raymond James Financial Inc. | $9.8M | $31.9M |
| Cambridge Investment Research Advisors, Inc. | $31.5M | $1.9M |
| Wells Fargo & Company | $32K | $27.8M |
| Osaic Holdings, Inc. | $4.7M | $22.0M |
| Citadel Advisors LLC | $22.5M | $1.3M |
| Envestnet Asset Management Inc. | $17.7M | $1.1M |
| Integrated Wealth Concepts LLC | $16.9M | $1.7M |
| Ashton Thomas Private Wealth, LLC | $9K | $17.2M |
| Larson Financial Group LLC | $47K | $15.9M |
| Commonwealth Equity Services, LLC | $2.1M | $7.2M |
| &Partners | $6.6M | $281K |
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: LGOV institutional holders, BSJR institutional holders.
Frequently asked questions
How much do LGOV and BSJR overlap?
0.0% by weight, with 0 holdings in common, using holdings for LGOV as of July 31, 2026 and BSJR as of May 31, 2026.
Do institutions hold both LGOV and BSJR?
45 Form 13F filers report positions in both, out of 276 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%.