MAYW vs BJAN overlap
23 institutions report holding both MAYW and BJAN.
MAYWBJAN
Pick 2 to 4 ETFs.
We don’t have holdings for MAYW, BJAN. 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.
23
institutions report holding both, of 182 holding any
MAYW59.4% of its 13F dollars, 31.1% of its 74 holders
BJAN20.9% of its 13F dollars, 17.6% of its 131 holders
Largest institutions holding both
| Firm | MAYW | BJAN |
|---|---|---|
| AE Wealth Management LLC | $129.0M | $305K |
| Commonwealth Equity Services, LLC | $9.8M | $14.6M |
| Osaic Holdings, Inc. | $9.8M | $7.8M |
| LPL Financial LLC | $9.8M | $5.5M |
| Envestnet Asset Management Inc. | $4.2M | $5.7M |
| Cetera Investment Advisers | $1.9M | $7.6M |
| Raymond James Financial Inc. | $2.1M | $5.2M |
| Outlook Wealth Advisors, LLC | $6.6M | $247K |
| Kestra Advisory Services, LLC | $4.0M | $2.2M |
| Cambridge Investment Research Advisors, Inc. | $3.7M | $2.2M |
| Susquehanna International Group, LLP | $2.5M | $2.7M |
| FSA Advisors, Inc. | $2.8M | $2.2M |
| Spire Wealth Management | $2.0M | $1.1M |
| World Investment Advisors | $1.7M | $1.2M |
| MML Investors Services, LLC | $804K | $1.9M |
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: MAYW institutional holders, BJAN institutional holders.
Frequently asked questions
Do institutions hold both MAYW and BJAN?
23 Form 13F filers report positions in both, out of 182 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%.