JULT vs JNEU overlap
13 institutions report holding both JULT and JNEU.
JULTJNEU
Pick 2 to 4 ETFs.
We don’t have holdings for JULT, JNEU. 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.
13
institutions report holding both, of 54 holding any
JULT57.5% of its 13F dollars, 29.6% of its 44 holders
JNEU78.0% of its 13F dollars, 56.5% of its 23 holders
Largest institutions holding both
| Firm | JULT | JNEU |
|---|---|---|
| Allianz SE | $63K | $16.2M |
| Commonwealth Equity Services, LLC | $5.9M | $866K |
| Envestnet Asset Management Inc. | $1.5M | $3.8M |
| Osaic Holdings, Inc. | $4.3M | $197K |
| MML Investors Services, LLC | $720K | $3.8M |
| LPL Financial LLC | $3.2M | $266K |
| Susquehanna International Group, LLP | $1.3M | $1.8M |
| Cetera Investment Advisers | $1.8M | $356K |
| Grantvest Financial Group LLC | $1.0M | $382K |
| Money Concepts Capital Corp. | $645K | $378K |
| Old Mission Capital LLC | $459K | $437K |
| Kestra Advisory Services, LLC | $345K | $259K |
| Harbour Investments, Inc. | $375K | $144K |
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: JULT institutional holders, JNEU institutional holders.
Frequently asked questions
Do institutions hold both JULT and JNEU?
13 Form 13F filers report positions in both, out of 54 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%.