PJUL vs PAPR overlap
174 institutions report holding both PJUL and PAPR.
PJULPAPR
Pick 2 to 4 ETFs.
We don’t have holdings for PJUL, PAPR. 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.
174
institutions report holding both, of 322 holding any
PJUL91.3% of its 13F dollars, 66.4% of its 262 holders
PAPR95.4% of its 13F dollars, 74.4% of its 234 holders
Largest institutions holding both
| Firm | PJUL | PAPR |
|---|---|---|
| Alliancebernstein L.P. | $155.1M | $94.1M |
| Penserra Capital Management LLC | $72.9M | $72.7M |
| Osaic Holdings, Inc. | $19.4M | $30.0M |
| Commonwealth Equity Services, LLC | $31.1M | $11.0M |
| Cambridge Investment Research Advisors, Inc. | $19.5M | $21.4M |
| Blair William & Co | $26.1M | $14.8M |
| Focus Partners Wealth | $21.5M | $18.5M |
| Envestnet Asset Management Inc. | $23.1M | $16.2M |
| Raymond James Financial Inc. | $18.9M | $17.9M |
| Allworth Financial LP | $382K | $34.0M |
| LPL Financial LLC | $17.3M | $16.4M |
| Kestra Advisory Services, LLC | $16.5M | $13.8M |
| HighTower Advisors, LLC | $17.0M | $12.9M |
| Janney Montgomery Scott LLC | $14.2M | $12.9M |
| Cetera Investment Advisers | $14.2M | $11.8M |
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, PAPR institutional holders.
Frequently asked questions
Do institutions hold both PJUL and PAPR?
174 Form 13F filers report positions in both, out of 322 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%.