FMAY vs FJAN overlap
109 institutions report holding both FMAY and FJAN.
FMAYFJAN
Pick 2 to 4 ETFs.
We don’t have holdings for FMAY, FJAN. 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.
109
institutions report holding both, of 207 holding any
FMAY82.0% of its 13F dollars, 69.4% of its 157 holders
FJAN82.8% of its 13F dollars, 68.5% of its 159 holders
Largest institutions holding both
| Firm | FMAY | FJAN |
|---|---|---|
| Envestnet Asset Management Inc. | $32.3M | $36.6M |
| Cetera Investment Advisers | $24.2M | $32.3M |
| Rockefeller Capital Management L.P. | $13.9M | $23.1M |
| Assetmark, Inc. | $16.4M | $16.4M |
| LPL Financial LLC | $11.1M | $16.0M |
| Commonwealth Equity Services, LLC | $15.1M | $11.7M |
| Raymond James Financial Inc. | $10.2M | $14.1M |
| REAP Financial Group, LLC | $13.2M | $6.5M |
| Osaic Holdings, Inc. | $9.0M | $9.0M |
| Atria Investments, Inc | $10.0M | $7.7M |
| Brookstone Capital Management | $1.1M | $16.0M |
| MML Investors Services, LLC | $4.3M | $12.1M |
| Janney Montgomery Scott LLC | $1.4M | $13.6M |
| MGO One Seven LLC | $10.8M | $3.3M |
| Keystone Wealth Services, LLC | $9.3M | $2.9M |
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: FMAY institutional holders, FJAN institutional holders.
Frequently asked questions
Do institutions hold both FMAY and FJAN?
109 Form 13F filers report positions in both, out of 207 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%.