PJAN vs BUFZ overlap
70 institutions report holding both PJAN and BUFZ.
PJANBUFZ
Pick 2 to 4 ETFs.
We don’t have holdings for PJAN. 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.
70
institutions report holding both, of 363 holding any
PJAN37.4% of its 13F dollars, 24.1% of its 291 holders
BUFZ65.3% of its 13F dollars, 49.3% of its 142 holders
Largest institutions holding both
| Firm | PJAN | BUFZ |
|---|---|---|
| LPL Financial LLC | $36.5M | $129.3M |
| Raymond James Financial Inc. | $25.1M | $108.3M |
| Osaic Holdings, Inc. | $58.3M | $43.4M |
| Envestnet Asset Management Inc. | $23.4M | $38.0M |
| Commonwealth Equity Services, LLC | $26.2M | $25.3M |
| Kestra Advisory Services, LLC | $16.3M | $30.3M |
| Cetera Investment Advisers | $13.9M | $31.0M |
| MML Investors Services, LLC | $33.2M | $4.5M |
| Brookstone Capital Management | $33.3M | $2.6M |
| Truist Financial Corp. | $4.9M | $23.9M |
| Wealth Enhancement Advisory Services, LLC | $15.7M | $5.8M |
| Cambridge Investment Research Advisors, Inc. | $14.1M | $6.3M |
| CreativeOne Wealth, LLC | $4.0M | $12.1M |
| Janney Montgomery Scott LLC | $12.3M | $1.3M |
| Benjamin Edwards Inc. | $9.1M | $277K |
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, BUFZ institutional holders.
Frequently asked questions
Do institutions hold both PJAN and BUFZ?
70 Form 13F filers report positions in both, out of 363 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%.