GJUN vs FJUL overlap
76 institutions report holding both GJUN and FJUL.
GJUNFJUL
Pick 2 to 4 ETFs.
We don’t have holdings for GJUN, 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.
76
institutions report holding both, of 217 holding any
GJUN77.4% of its 13F dollars, 56.3% of its 135 holders
FJUL75.2% of its 13F dollars, 48.1% of its 158 holders
Largest institutions holding both
| Firm | GJUN | FJUL |
|---|---|---|
| Raymond James Financial Inc. | $29.9M | $28.8M |
| Envestnet Asset Management Inc. | $19.5M | $12.8M |
| Cetera Investment Advisers | $20.3M | $9.7M |
| Osaic Holdings, Inc. | $17.7M | $8.7M |
| LPL Financial LLC | $15.5M | $6.8M |
| Commonwealth Equity Services, LLC | $9.8M | $9.4M |
| Atria Investments, Inc | $17.5M | $206K |
| Assetmark, Inc. | $7K | $16.4M |
| MML Investors Services, LLC | $952K | $13.1M |
| Mariner, LLC | $10.8M | $2.2M |
| Kestra Advisory Services, LLC | $6.1M | $5.5M |
| REAP Financial Group, LLC | $512K | $8.2M |
| Captrust Financial Advisors | $1.6M | $6.3M |
| Cambridge Investment Research Advisors, Inc. | $2.1M | $5.1M |
| Keystone Wealth Services, LLC | $1.5M | $3.6M |
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: GJUN institutional holders, FJUL institutional holders.
Frequently asked questions
Do institutions hold both GJUN and FJUL?
76 Form 13F filers report positions in both, out of 217 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%.