QBUF vs EJAN overlap
15 institutions report holding both QBUF and EJAN.
QBUFEJAN
Pick 2 to 4 ETFs.
We don’t have holdings for QBUF, EJAN. 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.
15
institutions report holding both, of 134 holding any
QBUF21.5% of its 13F dollars, 26.8% of its 56 holders
EJAN19.6% of its 13F dollars, 16.1% of its 93 holders
Largest institutions holding both
| Firm | QBUF | EJAN |
|---|---|---|
| Osaic Holdings, Inc. | $4.3M | $4.9M |
| Raymond James Financial Inc. | $4.3M | $573K |
| Cetera Investment Advisers | $2.1M | $2.6M |
| Commonwealth Equity Services, LLC | $1.9M | $1.8M |
| Farther Finance Advisors, LLC | $3.2M | $375K |
| Kestra Advisory Services, LLC | $2.7M | $724K |
| First Heartland Consultants, Inc. | $201K | $2.5M |
| Harbour Investments, Inc. | $277K | $2.2M |
| Envestnet Asset Management Inc. | $632K | $1.8M |
| LPL Financial LLC | $627K | $924K |
| HighTower Advisors, LLC | $824K | $386K |
| MML Investors Services, LLC | $737K | $332K |
| IFP Advisors, Inc | $7K | $908K |
| AE Wealth Management LLC | $666K | $124K |
| Fiduciary Financial Advisors | $38K | $25K |
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: QBUF institutional holders, EJAN institutional holders.
Frequently asked questions
Do institutions hold both QBUF and EJAN?
15 Form 13F filers report positions in both, out of 134 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%.