SGDJ vs BBP overlap
7 institutions report holding both SGDJ and BBP.
SGDJBBP
Pick 2 to 4 ETFs.
We don’t have holdings for SGDJ. 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.
7
institutions report holding both, of 75 holding any
SGDJ26.6% of its 13F dollars, 12.5% of its 56 holders
BBP35.9% of its 13F dollars, 26.9% of its 26 holders
Largest institutions holding both
| Firm | SGDJ | BBP |
|---|---|---|
| Royal Bank of Canada | $3.4M | $9.4M |
| Raymond James Financial Inc. | $2.3M | $2.0M |
| Morgan Stanley | $2.8M | $1.1M |
| Cetera Investment Advisers | $1.1M | $1.7M |
| LPL Financial LLC | $1.2M | $1.2M |
| Osaic Holdings, Inc. | $290K | $30K |
| Farther Finance Advisors, LLC | $6K | $2K |
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: SGDJ institutional holders, BBP institutional holders.
Frequently asked questions
Do institutions hold both SGDJ and BBP?
7 Form 13F filers report positions in both, out of 75 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%.