DJUN vs BUFT overlap
25 institutions report holding both DJUN and BUFT.
DJUNBUFT
Pick 2 to 4 ETFs.
We don’t have holdings for DJUN. 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.
25
institutions report holding both, of 139 holding any
DJUN37.9% of its 13F dollars, 23.6% of its 106 holders
BUFT56.9% of its 13F dollars, 43.1% of its 58 holders
Largest institutions holding both
| Firm | DJUN | BUFT |
|---|---|---|
| LPL Financial LLC | $6.9M | $18.6M |
| Glen Eagle Advisors, LLC | $99K | $20.3M |
| Envestnet Asset Management Inc. | $8.4M | $8.9M |
| Cetera Investment Advisers | $5.0M | $5.6M |
| Raymond James Financial Inc. | $7.6M | $836K |
| Osaic Holdings, Inc. | $5.1M | $3.3M |
| Arkadios Wealth Advisors | $1.7M | $4.6M |
| Commonwealth Equity Services, LLC | $3.6M | $2.1M |
| Harbour Investments, Inc. | $2.4M | $3.2M |
| Cambridge Investment Research Advisors, Inc. | $1.4M | $511K |
| Ameritas Advisory Services, LLC | $1.0M | $441K |
| Truist Financial Corp. | $1.1M | $382K |
| Nova Wealth Management, Inc. | $1.2M | $9K |
| Janney Montgomery Scott LLC | $445K | $215K |
| Evolution Wealth Management Inc. | $405K | $216K |
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: DJUN institutional holders, BUFT institutional holders.
Frequently asked questions
Do institutions hold both DJUN and BUFT?
25 Form 13F filers report positions in both, out of 139 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%.