PJUN vs FHEQ overlap
24 institutions report holding both PJUN and FHEQ.
PJUNFHEQ
Pick 2 to 4 ETFs.
We don’t have holdings for PJUN. 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.
24
institutions report holding both, of 231 holding any
PJUN37.8% of its 13F dollars, 12.3% of its 195 holders
FHEQ15.8% of its 13F dollars, 40.0% of its 60 holders
Largest institutions holding both
| Firm | PJUN | FHEQ |
|---|---|---|
| Steward Partners Investment Advisory, LLC | $61.3M | $69K |
| Commonwealth Equity Services, LLC | $38.3M | $13.7M |
| Cetera Investment Advisers | $14.1M | $34.7M |
| Osaic Holdings, Inc. | $37.8M | $3.3M |
| Brookstone Capital Management | $37.1M | $787K |
| Envestnet Asset Management Inc. | $11.5M | $15.2M |
| HighTower Advisors, LLC | $19.4M | $6.6M |
| MML Investors Services, LLC | $5.2M | $15.9M |
| Raymond James Financial Inc. | $15.5M | $5.2M |
| LPL Financial LLC | $10.9M | $5.1M |
| Truist Financial Corp. | $6.8M | $7.4M |
| Kestra Advisory Services, LLC | $8.1M | $5.6M |
| Cambridge Investment Research Advisors, Inc. | $6.7M | $6.3M |
| Beacon Pointe Advisors, LLC | $8.1M | $319K |
| Harbour Investments, Inc. | $2.7M | $1.1M |
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: PJUN institutional holders, FHEQ institutional holders.
Frequently asked questions
Do institutions hold both PJUN and FHEQ?
24 Form 13F filers report positions in both, out of 231 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%.