RSJN vs BUFX overlap
6 institutions report holding both RSJN and BUFX.
RSJNBUFX
Pick 2 to 4 ETFs.
We don’t have holdings for RSJN. 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.
6
institutions report holding both, of 28 holding any
RSJN27.3% of its 13F dollars, 30.0% of its 20 holders
BUFX29.4% of its 13F dollars, 42.9% of its 14 holders
Largest institutions holding both
| Firm | RSJN | BUFX |
|---|---|---|
| Commonwealth Equity Services, LLC | $1.1M | $1.3M |
| Harbour Investments, Inc. | $423K | $2.0M |
| Cetera Investment Advisers | $1.4M | $314K |
| Old Mission Capital LLC | $510K | $321K |
| Osaic Holdings, Inc. | $226K | $25K |
| Fiduciary Financial Advisors | $105K | $37K |
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: RSJN institutional holders, BUFX institutional holders.
Frequently asked questions
Do institutions hold both RSJN and BUFX?
6 Form 13F filers report positions in both, out of 28 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%.