IJUL vs IAPR overlap
72 institutions report holding both IJUL and IAPR.
IJULIAPR
Pick 2 to 4 ETFs.
We don’t have holdings for IJUL, IAPR. 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.
72
institutions report holding both, of 150 holding any
IJUL64.0% of its 13F dollars, 66.1% of its 109 holders
IAPR73.4% of its 13F dollars, 63.7% of its 113 holders
Largest institutions holding both
| Firm | IJUL | IAPR |
|---|---|---|
| Composition Wealth, LLC | $432K | $14.5M |
| Commonwealth Equity Services, LLC | $5.6M | $8.5M |
| Osaic Holdings, Inc. | $7.7M | $3.4M |
| PFS Partners, LLC | $417K | $9.3M |
| Cetera Investment Advisers | $4.2M | $4.4M |
| Berger Financial Group, Inc | $7.2M | $1.4M |
| LPL Financial LLC | $2.8M | $4.1M |
| BIP Wealth, LLC | $2.4M | $3.4M |
| Raymond James Financial Inc. | $3.2M | $2.5M |
| US Bancorp | $166K | $5.5M |
| Envestnet Asset Management Inc. | $3.2M | $2.2M |
| BFI Wealth Solutions, LLC | $2.6M | $2.2M |
| Cornerstone Wealth, LLC | $4.4M | $246K |
| Corrado Advisors, LLC | $1.9M | $2.4M |
| Signal Advisors Wealth, LLC | $2.0M | $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: IJUL institutional holders, IAPR institutional holders.
Frequently asked questions
Do institutions hold both IJUL and IAPR?
72 Form 13F filers report positions in both, out of 150 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%.