TUSI vs BSJS overlap
TUSI and BSJS 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: TUSI, SEC Form N-PORT, June 30, 2026; BSJS, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | TUSI | BSJS |
|---|---|---|
| LPL Financial LLC | $60.0M | $56.2M |
| Raymond James Financial Inc. | $67.7M | $32.3M |
| Wells Fargo & Company | $15.7M | $27.0M |
| Integrated Wealth Concepts LLC | $25.1M | $1.2M |
| Osaic Holdings, Inc. | $5.1M | $15.8M |
| Steward Partners Investment Advisory, LLC | $18.8M | $915K |
| Royal Bank of Canada | $13.4M | $4.4M |
| Parkway Wealth Management Group, LLC | $6.4M | $10.2M |
| RHL Group, LLC | $12.8M | $14K |
| Janney Montgomery Scott LLC | $8.9M | $203K |
| Private Advisor Group, LLC | $7.5M | $1.1M |
| Commonwealth Equity Services, LLC | $1.8M | $6.6M |
| Envestnet Asset Management Inc. | $2.0M | $5.1M |
| Jane Street Group, LLC | $2.4M | $4.7M |
| &Partners | $5.3M | $270K |
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: TUSI institutional holders, BSJS institutional holders.
Frequently asked questions
How much do TUSI and BSJS overlap?
0.0% by weight, with 0 holdings in common, using holdings for TUSI as of June 30, 2026 and BSJS as of May 31, 2026.
Do institutions hold both TUSI and BSJS?
24 Form 13F filers report positions in both, out of 181 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%.