UFIV vs BSJW overlap
5 institutions report holding both UFIV and BSJW.
UFIVBSJW
Pick 2 to 4 ETFs.
We don’t have holdings for BSJW. 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.
5
institutions report holding both, of 34 holding any
UFIV17.7% of its 13F dollars, 27.8% of its 18 holders
BSJW22.5% of its 13F dollars, 23.8% of its 21 holders
Largest institutions holding both
| Firm | UFIV | BSJW |
|---|---|---|
| Raymond James Financial Inc. | $2.1M | $1.1M |
| Jane Street Group, LLC | $493K | $576K |
| Osaic Holdings, Inc. | $110K | $844K |
| Morgan Stanley | $48 | $942K |
| Steward Partners Investment Advisory, LLC | $35K | $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: UFIV institutional holders, BSJW institutional holders.
Frequently asked questions
Do institutions hold both UFIV and BSJW?
5 Form 13F filers report positions in both, out of 34 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%.