SPIP vs BSJR overlap
SPIP and BSJR overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
These funds hold nothing in common.
Overlap by weight adds up the smaller weight of each holding the funds share, so 100% means identical portfolios. Long securities only: derivatives and cash vehicles are left out. Sources: SPIP, SEC Form N-PORT, June 30, 2026; BSJR, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | SPIP | BSJR |
|---|---|---|
| LPL Financial LLC | $21.8M | $47.5M |
| Cetera Investment Advisers | $4.3M | $38.1M |
| Morgan Stanley | $10.8M | $25.6M |
| Wells Fargo & Company | $7.3M | $27.8M |
| Raymond James Financial Inc. | $3.1M | $31.9M |
| Bank of America Corp. | $17.9M | $12.4M |
| Osaic Holdings, Inc. | $1.3M | $22.0M |
| Ashton Thomas Private Wealth, LLC | $144K | $17.2M |
| Larson Financial Group LLC | $191K | $15.9M |
| Mercer Global Advisors Inc. | $519K | $14.8M |
| Envestnet Asset Management Inc. | $10.1M | $1.1M |
| Private Advisor Group, LLC | $8.3M | $2.1M |
| UBS Group AG | $598K | $8.9M |
| IFG Advisory, LLC | $8.9M | $66K |
| Commonwealth Equity Services, LLC | $456K | $7.2M |
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: SPIP institutional holders, BSJR institutional holders.
Frequently asked questions
How much do SPIP and BSJR overlap?
0.0% by weight, with 0 holdings in common, using holdings for SPIP as of June 30, 2026 and BSJR as of May 31, 2026.
Do institutions hold both SPIP and BSJR?
47 Form 13F filers report positions in both, out of 320 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%.