XCCC vs BSJU overlap
9 institutions report holding both XCCC and BSJU.
XCCCBSJU
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.
9
institutions report holding both, of 109 holding any
XCCC5.2% of its 13F dollars, 20.0% of its 45 holders
BSJU14.1% of its 13F dollars, 12.3% of its 73 holders
Largest institutions holding both
| Firm | XCCC | BSJU |
|---|---|---|
| Cetera Investment Advisers | $2.5M | $5.6M |
| Osaic Holdings, Inc. | $26K | $6.6M |
| Morgan Stanley | $68 | $5.7M |
| Wells Fargo & Company | $3 | $3.6M |
| Envestnet Asset Management Inc. | $2.9M | $582K |
| NewEdge Advisors, LLC | $1.5M | $1.6M |
| Simplicity Wealth,LLC | $2.4M | $465K |
| Royal Bank of Canada | $16K | $798K |
| Integrated Wealth Concepts LLC | $71K | $136K |
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: XCCC institutional holders, BSJU institutional holders.
Frequently asked questions
Do institutions hold both XCCC and BSJU?
9 Form 13F filers report positions in both, out of 109 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%.