NUBD vs BSJT overlap
24 institutions report holding both NUBD and BSJT.
NUBDBSJT
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 217 holding any
NUBD49.1% of its 13F dollars, 19.5% of its 123 holders
BSJT59.9% of its 13F dollars, 20.3% of its 118 holders
Largest institutions holding both
| Firm | NUBD | BSJT |
|---|---|---|
| LPL Financial LLC | $11.5M | $67.4M |
| Morgan Stanley | $45.9M | $10.1M |
| Cambridge Investment Research Advisors, Inc. | $41.8M | $838K |
| Envestnet Asset Management Inc. | $36.8M | $1.4M |
| Wells Fargo & Company | $2.5M | $18.1M |
| Legacy Financial Group LLC | $264K | $19.4M |
| Cetera Investment Advisers | $1.3M | $15.5M |
| Mercer Global Advisors Inc. | $5.2M | $9.0M |
| UBS Group AG | $2.5M | $10.4M |
| Raymond James Financial Inc. | $534K | $11.2M |
| Osaic Holdings, Inc. | $827K | $9.1M |
| Avior Wealth Management, LLC | $248K | $8.4M |
| Bank of America Corp. | $5.8M | $2.5M |
| Royal Bank of Canada | $2.5M | $3.7M |
| Commonwealth Equity Services, LLC | $508K | $3.4M |
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: NUBD institutional holders, BSJT institutional holders.
Frequently asked questions
Do institutions hold both NUBD and BSJT?
24 Form 13F filers report positions in both, out of 217 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%.