NJUN vs GOCT overlap
34 institutions report holding both NJUN and GOCT.
NJUNGOCT
Pick 2 to 4 ETFs.
We don’t have holdings for NJUN, GOCT. 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.
34
institutions report holding both, of 140 holding any
NJUN51.7% of its 13F dollars, 50.8% of its 67 holders
GOCT54.5% of its 13F dollars, 31.8% of its 107 holders
Largest institutions holding both
| Firm | NJUN | GOCT |
|---|---|---|
| Raymond James Financial Inc. | $9.4M | $12.7M |
| Commonwealth Equity Services, LLC | $13.3M | $5.0M |
| MAI Capital Management | $13.9M | $579K |
| Osaic Holdings, Inc. | $5.5M | $5.9M |
| Cetera Investment Advisers | $3.7M | $6.4M |
| Kestra Advisory Services, LLC | $875K | $7.3M |
| Envestnet Asset Management Inc. | $764K | $6.2M |
| Truist Financial Corp. | $2.7M | $3.1M |
| LPL Financial LLC | $2.8M | $2.5M |
| Susquehanna International Group, LLP | $811K | $3.2M |
| Cambridge Investment Research Advisors, Inc. | $1.1M | $1.8M |
| Ashton Thomas Private Wealth, LLC | $1.9M | $96K |
| Founders Financial Securities LLC | $205K | $1.8M |
| Steward Partners Investment Advisory, LLC | $20K | $1.8M |
| MML Investors Services, LLC | $783K | $809K |
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: NJUN institutional holders, GOCT institutional holders.
Frequently asked questions
Do institutions hold both NJUN and GOCT?
34 Form 13F filers report positions in both, out of 140 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%.