TAXX vs BSJU overlap
10 institutions report holding both TAXX and BSJU.
TAXXBSJU
Pick 2 to 4 ETFs.
We don’t have holdings for BSJU. 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.
10
institutions report holding both, of 123 holding any
TAXX7.5% of its 13F dollars, 16.7% of its 60 holders
BSJU29.0% of its 13F dollars, 13.7% of its 73 holders
Largest institutions holding both
| Firm | TAXX | BSJU |
|---|---|---|
| LPL Financial LLC | $1.3M | $26.8M |
| Osaic Holdings, Inc. | $8K | $6.6M |
| Cetera Investment Advisers | $959K | $5.6M |
| Integrated Wealth Concepts LLC | $4.7M | $136K |
| Raymond James Financial Inc. | $775K | $4.0M |
| Commonwealth Equity Services, LLC | $1.2M | $3.3M |
| Jones Financial Companies LLLP | $3K | $4.0M |
| Envestnet Asset Management Inc. | $2.4M | $582K |
| Farther Finance Advisors, LLC | $1.2M | $358K |
| Citadel Advisors LLC | $1.0M | $375K |
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: TAXX institutional holders, BSJU institutional holders.
Frequently asked questions
Do institutions hold both TAXX and BSJU?
10 Form 13F filers report positions in both, out of 123 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%.