PICB vs BSJT overlap
15 institutions report holding both PICB and BSJT.
PICBBSJT
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.
15
institutions report holding both, of 172 holding any
PICB11.9% of its 13F dollars, 21.7% of its 69 holders
BSJT47.4% of its 13F dollars, 12.7% of its 118 holders
Largest institutions holding both
| Firm | PICB | BSJT |
|---|---|---|
| LPL Financial LLC | $10.7M | $67.4M |
| Wells Fargo & Company | $11.3M | $18.1M |
| Morgan Stanley | $7.3M | $10.1M |
| Cetera Investment Advisers | $389K | $15.5M |
| UBS Group AG | $539K | $10.4M |
| Osaic Holdings, Inc. | $542K | $9.1M |
| Jones Financial Companies LLLP | $1.4M | $4.7M |
| Captrust Financial Advisors | $526K | $5.5M |
| Advisory Alpha, LLC | $206K | $4.9M |
| Royal Bank of Canada | $472K | $3.7M |
| Stifel Financial Corp. | $3.1M | $374K |
| Bank of America Corp. | $719K | $2.5M |
| Envestnet Asset Management Inc. | $927K | $1.4M |
| Citadel Advisors LLC | $520K | $540K |
| Integrated Wealth Concepts LLC | $96K | $621K |
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: PICB institutional holders, BSJT institutional holders.
Frequently asked questions
Do institutions hold both PICB and BSJT?
15 Form 13F filers report positions in both, out of 172 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%.