NSEP vs AJUL overlap
12 institutions report holding both NSEP and AJUL.
NSEPAJUL
Pick 2 to 4 ETFs.
We don’t have holdings for NSEP, 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 74 holding any
NSEP39.4% of its 13F dollars, 28.6% of its 42 holders
AJUL60.5% of its 13F dollars, 27.3% of its 44 holders
Largest institutions holding both
| Firm | NSEP | AJUL |
|---|---|---|
| HighTower Advisors, LLC | $304K | $5.0M |
| Susquehanna International Group, LLP | $3.2M | $1.7M |
| Raymond James Financial Inc. | $541K | $3.3M |
| Commonwealth Equity Services, LLC | $811K | $2.7M |
| Kestra Advisory Services, LLC | $1.0M | $1.3M |
| Cambridge Investment Research Advisors, Inc. | $1.5M | $770K |
| Old Mission Capital LLC | $928K | $503K |
| Osaic Holdings, Inc. | $1.3M | $102K |
| AE Wealth Management LLC | $276K | $79K |
| CoreCap Advisors, LLC | $7K | $148K |
| IFP Advisors, Inc | $99K | $21K |
| Harbour Investments, Inc. | $50K | $37K |
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: NSEP institutional holders, AJUL institutional holders.
Frequently asked questions
Do institutions hold both NSEP and AJUL?
12 Form 13F filers report positions in both, out of 74 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%.