JUST vs JUSA overlap
JUST and JUSA overlap 67.5% by weight, across 177 shared holdings.
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Top shared holdings
| Holding | JUST | JUSA | Overlap |
|---|---|---|---|
| Nvidia Corp.NVDA | 8.17% | 7.86% | 7.86% |
| Apple Inc.AAPL | 7.43% | 6.59% | 6.59% |
| Microsoft Corp.MSFT | 5.52% | 4.66% | 4.66% |
| Amazon.COM Inc.AMZN | 5.28% | 3.95% | 3.95% |
| Alphabet Inc.-aGOOGL | 3.66% | 3.27% | 3.27% |
| Broadcom Inc.AVGO | 3.41% | 2.87% | 2.87% |
| Alphabet Inc.-CGOOG | 2.95% | 2.53% | 2.53% |
| Micron TechMU | 1.79% | 2.27% | 1.79% |
| ADV Micro DeviceAMD | 1.37% | 1.46% | 1.37% |
| ELI Lilly & CoLLY | 1.47% | 1.31% | 1.31% |
| Exxon Mobil Corp.XOM | 1.31% | 1.17% | 1.17% |
| VISA Inc.-Class aV | 1.03% | 1.12% | 1.03% |
| Johnson&JohnsonJNJ | 0.90% | 1.21% | 0.90% |
| Intel Corp.INTC | 0.84% | 0.82% | 0.82% |
| Mastercard Inc.-aMA | 0.74% | 1.02% | 0.74% |
Overlap by weight adds up the smaller weight of each holding the funds share, so 100% means identical portfolios. Long securities only: derivatives and cash vehicles are left out. Sources: JUST, SEC Form N-PORT, May 31, 2026; JUSA, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | JUST | JUSA |
|---|---|---|
| LPL Financial LLC | $6.7M | $141.8M |
| Cambridge Investment Research Advisors, Inc. | $19.9M | $51.5M |
| Envestnet Asset Management Inc. | $1.1M | $60.5M |
| Janney Montgomery Scott LLC | $228K | $58.2M |
| JPMorgan Chase & Co | $8.4M | $39.6M |
| Farther Finance Advisors, LLC | $8.5M | $730K |
| HighTower Advisors, LLC | $7.9M | $219K |
| Osaic Holdings, Inc. | $3.3M | $2.3M |
| Citadel Advisors LLC | $321K | $1.5M |
| Integrated Wealth Concepts LLC | $212K | $931K |
| IFP Advisors, Inc | $175K | $963K |
| Flow Traders U.S. LLC | $224K | $657K |
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: JUST institutional holders, JUSA institutional holders.
Frequently asked questions
How much do JUST and JUSA overlap?
67.5% by weight, with 177 holdings in common, using holdings for JUST as of May 31, 2026 and JUSA as of June 30, 2026. The largest shared position is NVDA.
Do institutions hold both JUST and JUSA?
12 Form 13F filers report positions in both, out of 120 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%.