MAXJ vs IBUF overlap
14 institutions report holding both MAXJ and IBUF.
MAXJIBUF
Pick 2 to 4 ETFs.
We don’t have holdings for IBUF. 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.
14
institutions report holding both, of 71 holding any
MAXJ7.8% of its 13F dollars, 30.4% of its 46 holders
IBUF19.3% of its 13F dollars, 35.9% of its 39 holders
Largest institutions holding both
| Firm | MAXJ | IBUF |
|---|---|---|
| Osaic Holdings, Inc. | $30K | $6.1M |
| Cetera Investment Advisers | $1.1M | $4.2M |
| Kestra Advisory Services, LLC | $887K | $1.0M |
| Commonwealth Equity Services, LLC | $858K | $288K |
| Jane Street Group, LLC | $728K | $283K |
| Harbour Investments, Inc. | $212K | $760K |
| Envestnet Asset Management Inc. | $595K | $327K |
| OneDigital Investment Advisors LLC | $596K | $315K |
| LPL Financial LLC | $498K | $284K |
| AE Wealth Management LLC | $6K | $576K |
| Ausdal Financial Partners, Inc. | $282K | $227K |
| Farther Finance Advisors, LLC | $85K | $62K |
| Blue Trust, Inc. | $40K | $99K |
| IFP Advisors, Inc | $4K | $7K |
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: MAXJ institutional holders, IBUF institutional holders.
Frequently asked questions
Do institutions hold both MAXJ and IBUF?
14 Form 13F filers report positions in both, out of 71 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%.