KJAN vs BUFB overlap
36 institutions report holding both KJAN and BUFB.
KJANBUFB
Pick 2 to 4 ETFs.
We don’t have holdings for KJAN, BUFB. 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.
36
institutions report holding both, of 195 holding any
KJAN32.5% of its 13F dollars, 26.7% of its 135 holders
BUFB54.4% of its 13F dollars, 37.5% of its 96 holders
Largest institutions holding both
| Firm | KJAN | BUFB |
|---|---|---|
| LPL Financial LLC | $5.6M | $18.0M |
| Raymond James Financial Inc. | $3.5M | $18.9M |
| Osaic Holdings, Inc. | $12.0M | $8.0M |
| Commonwealth Equity Services, LLC | $10.2M | $6.6M |
| HighTower Advisors, LLC | $1.1M | $12.5M |
| Cetera Investment Advisers | $6.6M | $6.7M |
| Envestnet Asset Management Inc. | $668K | $9.9M |
| GWN Securities Inc. | $550K | $9.2M |
| Principal Securities, Inc. | $4.8M | $4.8M |
| Cambridge Investment Research Advisors, Inc. | $4.2M | $5.5M |
| Kestra Advisory Services, LLC | $5.7M | $1.9M |
| Brookstone Capital Management | $1.1M | $4.4M |
| AdvisorNet Financial, Inc | $4.0M | $167K |
| Susquehanna International Group, LLP | $984K | $2.8M |
| World Investment Advisors | $646K | $2.7M |
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: KJAN institutional holders, BUFB institutional holders.
Frequently asked questions
Do institutions hold both KJAN and BUFB?
36 Form 13F filers report positions in both, out of 195 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%.