XSVN vs BSJT overlap
14 institutions report holding both XSVN and BSJT.
XSVNBSJT
Pick 2 to 4 ETFs.
We don’t have holdings for BSJT. 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.
14
institutions report holding both, of 168 holding any
XSVN39.4% of its 13F dollars, 21.9% of its 64 holders
BSJT39.1% of its 13F dollars, 11.9% of its 118 holders
Largest institutions holding both
| Firm | XSVN | BSJT |
|---|---|---|
| Envestnet Asset Management Inc. | $108.2M | $1.4M |
| LPL Financial LLC | $1.3M | $67.4M |
| Cetera Investment Advisers | $4.1M | $15.5M |
| Bank of America Corp. | $9.8M | $2.5M |
| UBS Group AG | $1K | $10.4M |
| Morgan Stanley | $2K | $10.1M |
| Osaic Holdings, Inc. | $182K | $9.1M |
| Jones Financial Companies LLLP | $3K | $4.7M |
| Royal Bank of Canada | $9K | $3.7M |
| Cambridge Investment Research Advisors, Inc. | $2.4M | $838K |
| Jane Street Group, LLC | $1.5M | $247K |
| Brookstone Capital Management | $330K | $813K |
| Citadel Advisors LLC | $459K | $540K |
| Farther Finance Advisors, LLC | $1K | $363K |
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: XSVN institutional holders, BSJT institutional holders.
Frequently asked questions
Do institutions hold both XSVN and BSJT?
14 Form 13F filers report positions in both, out of 168 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%.