MFSM vs BSJV overlap
4 institutions report holding both MFSM and BSJV.
MFSMBSJV
Pick 2 to 4 ETFs.
We don’t have holdings for BSJV. 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.
4
institutions report holding both, of 63 holding any
MFSM70.7% of its 13F dollars, 22.2% of its 18 holders
BSJV24.1% of its 13F dollars, 8.2% of its 49 holders
Largest institutions holding both
| Firm | MFSM | BSJV |
|---|---|---|
| LPL Financial LLC | $19.7M | $7.6M |
| Raymond James Financial Inc. | $6.4M | $2.6M |
| Jones Financial Companies LLLP | $6.5M | $898K |
| Steward Partners Investment Advisory, LLC | $121K | $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: MFSM institutional holders, BSJV institutional holders.
Frequently asked questions
Do institutions hold both MFSM and BSJV?
4 Form 13F filers report positions in both, out of 63 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%.