HEQT vs DJUL overlap
31 institutions report holding both HEQT and DJUL.
HEQTDJUL
Pick 2 to 4 ETFs.
We don’t have holdings for 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.
31
institutions report holding both, of 174 holding any
HEQT35.3% of its 13F dollars, 35.6% of its 87 holders
DJUL24.1% of its 13F dollars, 26.3% of its 118 holders
Largest institutions holding both
| Firm | HEQT | DJUL |
|---|---|---|
| LPL Financial LLC | $15.2M | $4.5M |
| Envestnet Asset Management Inc. | $5.1M | $13.7M |
| Rockefeller Capital Management L.P. | $8.4M | $1.2M |
| Osaic Holdings, Inc. | $2.6M | $6.7M |
| Kovack Advisors, Inc. | $6.4M | $1.4M |
| HighTower Advisors, LLC | $6.2M | $880K |
| Cambridge Investment Research Advisors, Inc. | $2.1M | $3.5M |
| Ameritas Advisory Services, LLC | $3.8M | $1.9M |
| Susquehanna International Group, LLP | $4.4M | $1.2M |
| MML Investors Services, LLC | $4.3M | $1.2M |
| Cetera Investment Advisers | $795K | $4.2M |
| Evolution Wealth Management Inc. | $2.8M | $520K |
| JPMorgan Chase & Co | $1.7M | $867K |
| CreativeOne Wealth, LLC | $1.6M | $831K |
| Harbour Investments, Inc. | $23K | $1.9M |
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: HEQT institutional holders, DJUL institutional holders.
Frequently asked questions
Do institutions hold both HEQT and DJUL?
31 Form 13F filers report positions in both, out of 174 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%.