EJAN vs DAPR overlap
30 institutions report holding both EJAN and DAPR.
EJANDAPR
Pick 2 to 4 ETFs.
We don’t have holdings for EJAN, DAPR. 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.
30
institutions report holding both, of 163 holding any
EJAN27.6% of its 13F dollars, 32.3% of its 93 holders
DAPR49.0% of its 13F dollars, 30.0% of its 100 holders
Largest institutions holding both
| Firm | EJAN | DAPR |
|---|---|---|
| Envestnet Asset Management Inc. | $1.8M | $9.1M |
| Osaic Holdings, Inc. | $4.9M | $5.1M |
| Commonwealth Equity Services, LLC | $1.8M | $6.1M |
| LPL Financial LLC | $924K | $6.1M |
| Cetera Investment Advisers | $2.6M | $4.3M |
| Harbour Investments, Inc. | $2.2M | $2.9M |
| Founders Financial Securities LLC | $562K | $3.8M |
| Susquehanna International Group, LLP | $1.2M | $2.7M |
| Kestra Advisory Services, LLC | $724K | $2.0M |
| First Heartland Consultants, Inc. | $2.5M | $249K |
| Cambridge Investment Research Advisors, Inc. | $1.2M | $1.1M |
| MML Investors Services, LLC | $332K | $1.7M |
| Old Mission Capital LLC | $1.2M | $757K |
| Raymond James Financial Inc. | $573K | $1.2M |
| Cape Investment Advisory, Inc. | $1.4M | $51K |
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: EJAN institutional holders, DAPR institutional holders.
Frequently asked questions
Do institutions hold both EJAN and DAPR?
30 Form 13F filers report positions in both, out of 163 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%.