PJUL vs BUFZ overlap
55 institutions report holding both PJUL and BUFZ.
PJULBUFZ
Pick 2 to 4 ETFs.
We don’t have holdings for PJUL. 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.
55
institutions report holding both, of 349 holding any
PJUL33.6% of its 13F dollars, 21.0% of its 262 holders
BUFZ67.5% of its 13F dollars, 38.7% of its 142 holders
Largest institutions holding both
| Firm | PJUL | BUFZ |
|---|---|---|
| LPL Financial LLC | $17.3M | $129.3M |
| Raymond James Financial Inc. | $18.9M | $108.3M |
| Osaic Holdings, Inc. | $19.4M | $43.4M |
| Envestnet Asset Management Inc. | $23.1M | $38.0M |
| Commonwealth Equity Services, LLC | $31.1M | $25.3M |
| Kestra Advisory Services, LLC | $16.5M | $30.3M |
| Cetera Investment Advisers | $14.2M | $31.0M |
| Truist Financial Corp. | $7.2M | $23.9M |
| Jacobi Capital Management LLC | $2.0M | $26.4M |
| Cambridge Investment Research Advisors, Inc. | $19.5M | $6.3M |
| HighTower Advisors, LLC | $17.0M | $752K |
| Janney Montgomery Scott LLC | $14.2M | $1.3M |
| CreativeOne Wealth, LLC | $2.0M | $12.1M |
| MML Investors Services, LLC | $8.3M | $4.5M |
| Wealth Enhancement Advisory Services, LLC | $5.9M | $5.8M |
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: PJUL institutional holders, BUFZ institutional holders.
Frequently asked questions
Do institutions hold both PJUL and BUFZ?
55 Form 13F filers report positions in both, out of 349 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%.