EIPX vs AMJB overlap
15 institutions report holding both EIPX and AMJB.
EIPXAMJB
Pick 2 to 4 ETFs.
We don’t have holdings for AMJB. 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.
15
institutions report holding both, of 114 holding any
EIPX6.7% of its 13F dollars, 26.3% of its 57 holders
AMJB6.4% of its 13F dollars, 20.8% of its 72 holders
Largest institutions holding both
| Firm | EIPX | AMJB |
|---|---|---|
| LPL Financial LLC | $9.9M | $18.3M |
| Raymond James Financial Inc. | $5.8M | $483K |
| Rockefeller Capital Management L.P. | $3.6M | $49K |
| UBS Group AG | $1.3M | $2.1M |
| Cambridge Investment Research Advisors, Inc. | $2.5M | $804K |
| Susquehanna International Group, LLP | $1.5M | $1.5M |
| Morgan Stanley | $795K | $2.2M |
| Cetera Investment Advisers | $1.9M | $609K |
| Arax Advisory Partners | $2.2M | $22K |
| IFP Advisors, Inc | $124K | $1.2M |
| Royal Bank of Canada | $609K | $22K |
| US Bancorp | $370K | $33K |
| Osaic Holdings, Inc. | $150K | $153K |
| Private Trust Co NA | $60K | $30K |
| Harbour Investments, Inc. | $4K | $12K |
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: EIPX institutional holders, AMJB institutional holders.
Frequently asked questions
Do institutions hold both EIPX and AMJB?
15 Form 13F filers report positions in both, out of 114 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%.