RDFI vs BSJV overlap
4 institutions report holding both RDFI and BSJV.
RDFIBSJV
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 64 holding any
RDFI10.9% of its 13F dollars, 21.1% of its 19 holders
BSJV13.2% of its 13F dollars, 8.2% of its 49 holders
Largest institutions holding both
| Firm | RDFI | BSJV |
|---|---|---|
| Cambridge Investment Research Advisors, Inc. | $3.9M | $750K |
| Morgan Stanley | $60 | $4.0M |
| Osaic Holdings, Inc. | $155K | $1.3M |
| Wells Fargo & Company | $904K | $21 |
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: RDFI institutional holders, BSJV institutional holders.
Frequently asked questions
Do institutions hold both RDFI and BSJV?
4 Form 13F filers report positions in both, out of 64 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%.