MMIN vs BSJT overlap
24 institutions report holding both MMIN and BSJT.
MMINBSJT
Pick 2 to 4 ETFs.
We don’t have holdings for BSJT. 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.
24
institutions report holding both, of 164 holding any
MMIN67.1% of its 13F dollars, 34.3% of its 70 holders
BSJT49.1% of its 13F dollars, 20.3% of its 118 holders
Largest institutions holding both
| Firm | MMIN | BSJT |
|---|---|---|
| Morgan Stanley | $91.0M | $10.1M |
| LPL Financial LLC | $12.7M | $67.4M |
| Bank of America Corp. | $70.0M | $2.5M |
| UBS Group AG | $14.1M | $10.4M |
| Raymond James Financial Inc. | $7.8M | $11.2M |
| Wells Fargo & Company | $784K | $18.1M |
| Cetera Investment Advisers | $1.2M | $15.5M |
| Osaic Holdings, Inc. | $5.3M | $9.1M |
| Royal Bank of Canada | $2.9M | $3.7M |
| Commonwealth Equity Services, LLC | $1.4M | $3.4M |
| Envestnet Asset Management Inc. | $3.2M | $1.4M |
| Tower Research Capital LLC (TRC) | $495K | $2.1M |
| Jane Street Group, LLC | $2.3M | $247K |
| Cambridge Investment Research Advisors, Inc. | $1.2M | $838K |
| Atria Investments, Inc | $1.5M | $247K |
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: MMIN institutional holders, BSJT institutional holders.
Frequently asked questions
Do institutions hold both MMIN and BSJT?
24 Form 13F filers report positions in both, out of 164 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%.