UFIV vs BSJX overlap
4 institutions report holding both UFIV and BSJX.
UFIVBSJX
Pick 2 to 4 ETFs.
We don’t have holdings for BSJX. 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.
4
institutions report holding both, of 26 holding any
UFIV17.7% of its 13F dollars, 22.2% of its 18 holders
BSJX20.2% of its 13F dollars, 33.3% of its 12 holders
Largest institutions holding both
| Firm | UFIV | BSJX |
|---|---|---|
| Raymond James Financial Inc. | $2.1M | $857K |
| Jane Street Group, LLC | $493K | $2.1M |
| Osaic Holdings, Inc. | $110K | $180K |
| 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, BSJX institutional holders.
Frequently asked questions
Do institutions hold both UFIV and BSJX?
4 Form 13F filers report positions in both, out of 26 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%.