IJUN vs EJUL overlap
32 institutions report holding both IJUN and EJUL.
IJUNEJUL
Pick 2 to 4 ETFs.
We don’t have holdings for IJUN, EJUL. 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.
32
institutions report holding both, of 108 holding any
IJUN69.1% of its 13F dollars, 49.2% of its 65 holders
EJUL54.1% of its 13F dollars, 42.7% of its 75 holders
Largest institutions holding both
| Firm | IJUN | EJUL |
|---|---|---|
| Access Financial Services, Inc. | $13.0M | $256K |
| Corrado Advisors, LLC | $2.5M | $4.0M |
| Berger Financial Group, Inc | $2.0M | $3.7M |
| Commonwealth Equity Services, LLC | $2.5M | $2.3M |
| Cetera Investment Advisers | $2.7M | $1.7M |
| Osaic Holdings, Inc. | $1.8M | $1.9M |
| Kestra Advisory Services, LLC | $972K | $1.9M |
| LPL Financial LLC | $1.6M | $1.1M |
| Raymond James Financial Inc. | $398K | $1.8M |
| Diligent Investors, LLC | $712K | $1.5M |
| WPWealth LLP | $1.1M | $589K |
| Advus Financial Partners, LLC | $787K | $853K |
| Envestnet Asset Management Inc. | $494K | $1.1M |
| PFG Advisors | $549K | $616K |
| Cornerstone Wealth, LLC | $511K | $546K |
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: IJUN institutional holders, EJUL institutional holders.
Frequently asked questions
Do institutions hold both IJUN and EJUL?
32 Form 13F filers report positions in both, out of 108 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%.