MART vs AJUL overlap
12 institutions report holding both MART and AJUL.
MARTAJUL
Pick 2 to 4 ETFs.
We don’t have holdings for MART, AJUL. 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.
12
institutions report holding both, of 54 holding any
MART79.7% of its 13F dollars, 54.5% of its 22 holders
AJUL42.1% of its 13F dollars, 27.3% of its 44 holders
Largest institutions holding both
| Firm | MART | AJUL |
|---|---|---|
| Cambridge Investment Research Advisors, Inc. | $11.4M | $770K |
| Commonwealth Equity Services, LLC | $2.7M | $2.7M |
| Raymond James Financial Inc. | $780K | $3.3M |
| Osaic Holdings, Inc. | $3.4M | $102K |
| Susquehanna International Group, LLP | $1.3M | $1.7M |
| Kestra Advisory Services, LLC | $406K | $1.3M |
| Harbour Investments, Inc. | $617K | $37K |
| Cypress Wealth Services, LLC | $302K | $342K |
| JPMorgan Chase & Co | $7K | $406K |
| Centaurus Financial, Inc. | $174K | $112K |
| AE Wealth Management LLC | $13K | $79K |
| IFP Advisors, Inc | $3K | $21K |
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: MART institutional holders, AJUL institutional holders.
Frequently asked questions
Do institutions hold both MART and AJUL?
12 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%.