GMAR vs DJUL overlap
56 institutions report holding both GMAR and DJUL.
GMARDJUL
Pick 2 to 4 ETFs.
We don’t have holdings for GMAR, DJUL. 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.
56
institutions report holding both, of 189 holding any
GMAR60.6% of its 13F dollars, 44.1% of its 127 holders
DJUL49.2% of its 13F dollars, 47.5% of its 118 holders
Largest institutions holding both
| Firm | GMAR | DJUL |
|---|---|---|
| Raymond James Financial Inc. | $24.3M | $11.9M |
| Osaic Holdings, Inc. | $12.6M | $6.7M |
| Envestnet Asset Management Inc. | $4.0M | $13.7M |
| Commonwealth Equity Services, LLC | $14.0M | $1.7M |
| Cetera Investment Advisers | $8.2M | $4.2M |
| Kestra Advisory Services, LLC | $8.3M | $4.1M |
| LPL Financial LLC | $7.4M | $4.5M |
| Wood Tarver Financial Group, LLC | $6.1M | $2.7M |
| Truist Financial Corp. | $1.5M | $6.7M |
| Ignite Planners, LLC | $1.1M | $7.1M |
| Cambridge Investment Research Advisors, Inc. | $4.1M | $3.5M |
| REAP Financial Group, LLC | $1.3M | $4.8M |
| Founders Financial Securities LLC | $1.8M | $3.9M |
| MML Investors Services, LLC | $3.4M | $1.2M |
| Janney Montgomery Scott LLC | $2.4M | $569K |
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: GMAR institutional holders, DJUL institutional holders.
Frequently asked questions
Do institutions hold both GMAR and DJUL?
56 Form 13F filers report positions in both, out of 189 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%.