RSPA vs BSJQ overlap
34 institutions report holding both RSPA and BSJQ.
RSPABSJQ
Pick 2 to 4 ETFs.
We don’t have holdings for RSPA. 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.
34
institutions report holding both, of 236 holding any
RSPA87.2% of its 13F dollars, 41.0% of its 83 holders
BSJQ37.4% of its 13F dollars, 18.2% of its 187 holders
Largest institutions holding both
| Firm | RSPA | BSJQ |
|---|---|---|
| Invesco Ltd. | $220.7M | $583K |
| LPL Financial LLC | $77.2M | $44.2M |
| Morgan Stanley | $33.9M | $31.3M |
| Wells Fargo & Company | $33.0M | $21.2M |
| CX Institutional | $49.5M | $30K |
| Cetera Investment Advisers | $11.3M | $28.4M |
| UBS Group AG | $21.7M | $13.7M |
| Jones Financial Companies LLLP | $29.5M | $4.8M |
| Osaic Holdings, Inc. | $12.0M | $19.4M |
| Raymond James Financial Inc. | $8.5M | $6.3M |
| Envestnet Asset Management Inc. | $1.5M | $9.9M |
| Commonwealth Equity Services, LLC | $4.6M | $6.7M |
| Brookstone Capital Management | $8.9M | $893K |
| Kestra Advisory Services, LLC | $1.9M | $5.0M |
| Royal Bank of Canada | $5.0M | $1.8M |
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: RSPA institutional holders, BSJQ institutional holders.
Frequently asked questions
Do institutions hold both RSPA and BSJQ?
34 Form 13F filers report positions in both, out of 236 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%.