GJAN vs FJUL overlap
79 institutions report holding both GJAN and FJUL.
GJANFJUL
Pick 2 to 4 ETFs.
We don’t have holdings for GJAN, FJUL. 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.
79
institutions report holding both, of 201 holding any
GJAN75.5% of its 13F dollars, 64.8% of its 122 holders
FJUL73.7% of its 13F dollars, 50.0% of its 158 holders
Largest institutions holding both
| Firm | GJAN | FJUL |
|---|---|---|
| Raymond James Financial Inc. | $13.4M | $28.8M |
| LPL Financial LLC | $30.2M | $6.8M |
| Osaic Holdings, Inc. | $21.6M | $8.7M |
| REAP Financial Group, LLC | $19.0M | $8.2M |
| Cetera Investment Advisers | $13.7M | $9.7M |
| Commonwealth Equity Services, LLC | $11.6M | $9.4M |
| Envestnet Asset Management Inc. | $7.4M | $12.8M |
| Assetmark, Inc. | $3K | $16.4M |
| MML Investors Services, LLC | $1.8M | $13.1M |
| Kestra Advisory Services, LLC | $5.4M | $5.5M |
| Schulz Wealth, LTD. | $6.6M | $2.0M |
| Cambridge Investment Research Advisors, Inc. | $2.2M | $5.1M |
| Arax Advisory Partners | $5.8M | $284K |
| Concurrent Investment Advisors, LLC | $2.2M | $3.1M |
| Janney Montgomery Scott LLC | $2.0M | $3.3M |
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: GJAN institutional holders, FJUL institutional holders.
Frequently asked questions
Do institutions hold both GJAN and FJUL?
79 Form 13F filers report positions in both, out of 201 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%.