PHEQ vs NJUN overlap
6 institutions report holding both PHEQ and NJUN.
PHEQNJUN
Pick 2 to 4 ETFs.
We don’t have holdings for NJUN. 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.
6
institutions report holding both, of 77 holding any
PHEQ94.6% of its 13F dollars, 37.5% of its 16 holders
NJUN8.2% of its 13F dollars, 9.0% of its 67 holders
Largest institutions holding both
| Firm | PHEQ | NJUN |
|---|---|---|
| Morgan Stanley | $98.6M | $3K |
| LPL Financial LLC | $10.7M | $2.8M |
| Osaic Holdings, Inc. | $931K | $5.5M |
| Susquehanna International Group, LLP | $1.5M | $811K |
| Old Mission Capital LLC | $866K | $833K |
| Integrated Wealth Concepts LLC | $835K | $16K |
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: PHEQ institutional holders, NJUN institutional holders.
Frequently asked questions
Do institutions hold both PHEQ and NJUN?
6 Form 13F filers report positions in both, out of 77 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%.