PJAN vs BALT overlap
142 institutions report holding both PJAN and BALT.
PJANBALT
Pick 2 to 4 ETFs.
We don’t have holdings for PJAN, BALT. 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.
142
institutions report holding both, of 447 holding any
PJAN56.0% of its 13F dollars, 48.8% of its 291 holders
BALT63.4% of its 13F dollars, 47.6% of its 298 holders
Largest institutions holding both
| Firm | PJAN | BALT |
|---|---|---|
| Osaic Holdings, Inc. | $58.3M | $93.0M |
| Raymond James Financial Inc. | $25.1M | $94.5M |
| LPL Financial LLC | $36.5M | $82.0M |
| Envestnet Asset Management Inc. | $23.4M | $66.5M |
| Cetera Investment Advisers | $13.9M | $60.7M |
| Commonwealth Equity Services, LLC | $26.2M | $42.4M |
| Brookstone Capital Management | $33.3M | $34.5M |
| Compass Advisory Group LLC | $18.5M | $31.2M |
| Foundations Investment Advisors, LLC | $904K | $47.4M |
| MML Investors Services, LLC | $33.2M | $6.5M |
| Mutual Advisors, LLC | $28.7M | $10.2M |
| Crown Wealth Group, LLC | $3.5M | $33.5M |
| MTM Financial Group, LLC | $3.9M | $27.0M |
| Cambridge Investment Research Advisors, Inc. | $14.1M | $16.5M |
| PTM Wealth Management, LLC | $581K | $29.3M |
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: PJAN institutional holders, BALT institutional holders.
Frequently asked questions
Do institutions hold both PJAN and BALT?
142 Form 13F filers report positions in both, out of 447 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%.