NMAR vs KJUL overlap
21 institutions report holding both NMAR and KJUL.
NMARKJUL
Pick 2 to 4 ETFs.
We don’t have holdings for NMAR, KJUL. 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.
21
institutions report holding both, of 103 holding any
NMAR24.1% of its 13F dollars, 46.7% of its 45 holders
KJUL48.3% of its 13F dollars, 26.6% of its 79 holders
Largest institutions holding both
| Firm | NMAR | KJUL |
|---|---|---|
| Commonwealth Equity Services, LLC | $1.6M | $8.7M |
| Cornerstone Wealth, LLC | $5.9M | $3.8M |
| Cetera Investment Advisers | $4.9M | $3.5M |
| Osaic Holdings, Inc. | $688K | $4.9M |
| LPL Financial LLC | $1.3M | $3.0M |
| Raymond James Financial Inc. | $758K | $2.6M |
| Cambridge Investment Research Advisors, Inc. | $594K | $2.1M |
| Kestra Advisory Services, LLC | $480K | $2.1M |
| Diligent Investors, LLC | $461K | $1.9M |
| Founders Financial Securities LLC | $260K | $1.4M |
| Truist Financial Corp. | $770K | $747K |
| MML Investors Services, LLC | $383K | $831K |
| Envestnet Asset Management Inc. | $641K | $525K |
| DHJJ Financial Advisors, Ltd. | $261K | $823K |
| IFP Advisors, Inc | $129K | $926K |
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: NMAR institutional holders, KJUL institutional holders.
Frequently asked questions
Do institutions hold both NMAR and KJUL?
21 Form 13F filers report positions in both, out of 103 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%.