POCT vs PJUN overlap
146 institutions report holding both POCT and PJUN.
POCTPJUN
Pick 2 to 4 ETFs.
We don’t have holdings for POCT, 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.
146
institutions report holding both, of 299 holding any
POCT84.4% of its 13F dollars, 58.4% of its 250 holders
PJUN95.3% of its 13F dollars, 74.9% of its 195 holders
Largest institutions holding both
| Firm | POCT | PJUN |
|---|---|---|
| Alliancebernstein L.P. | $78.1M | $120.0M |
| Penserra Capital Management LLC | $73.8M | $71.3M |
| Osaic Holdings, Inc. | $31.2M | $37.8M |
| Steward Partners Investment Advisory, LLC | $357K | $61.3M |
| Commonwealth Equity Services, LLC | $20.2M | $38.3M |
| Brookstone Capital Management | $8.3M | $37.1M |
| Focus Partners Wealth | $18.5M | $25.8M |
| Envestnet Asset Management Inc. | $25.9M | $11.5M |
| Raymond James Financial Inc. | $17.4M | $15.5M |
| HighTower Advisors, LLC | $11.1M | $19.4M |
| LPL Financial LLC | $17.3M | $10.9M |
| Kestra Advisory Services, LLC | $19.5M | $8.1M |
| Blair William & Co | $17.0M | $9.1M |
| Cetera Investment Advisers | $10.4M | $14.1M |
| Cerity Partners LLC | $22.6M | $1.2M |
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: POCT institutional holders, PJUN institutional holders.
Frequently asked questions
Do institutions hold both POCT and PJUN?
146 Form 13F filers report positions in both, out of 299 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%.