JUNT vs DMAX overlap
10 institutions report holding both JUNT and DMAX.
JUNTDMAX
Pick 2 to 4 ETFs.
We don’t have holdings for JUNT. 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.
10
institutions report holding both, of 84 holding any
JUNT58.3% of its 13F dollars, 20.8% of its 48 holders
DMAX10.3% of its 13F dollars, 21.7% of its 46 holders
Largest institutions holding both
| Firm | JUNT | DMAX |
|---|---|---|
| AE Wealth Management LLC | $47.1M | $6K |
| Raymond James Financial Inc. | $2.8M | $4.6M |
| Commonwealth Equity Services, LLC | $3.0M | $370K |
| Envestnet Asset Management Inc. | $298K | $2.5M |
| Cetera Investment Advisers | $746K | $995K |
| Citadel Advisors LLC | $425K | $745K |
| Susquehanna International Group, LLP | $269K | $729K |
| Harbour Investments, Inc. | $390K | $46K |
| Farther Finance Advisors, LLC | $6K | $64K |
| IFP Advisors, Inc | $33K | $2K |
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: JUNT institutional holders, DMAX institutional holders.
Frequently asked questions
Do institutions hold both JUNT and DMAX?
10 Form 13F filers report positions in both, out of 84 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%.