SEPW vs KJUL overlap
18 institutions report holding both SEPW and KJUL.
SEPWKJUL
Pick 2 to 4 ETFs.
We don’t have holdings for SEPW, KJUL. 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.
18
institutions report holding both, of 114 holding any
SEPW55.3% of its 13F dollars, 34.0% of its 53 holders
KJUL38.8% of its 13F dollars, 22.8% of its 79 holders
Largest institutions holding both
| Firm | SEPW | KJUL |
|---|---|---|
| Commonwealth Equity Services, LLC | $16.6M | $8.7M |
| Osaic Holdings, Inc. | $5.5M | $4.9M |
| Raymond James Financial Inc. | $4.5M | $2.6M |
| LPL Financial LLC | $3.4M | $3.0M |
| Cetera Investment Advisers | $1.6M | $3.5M |
| Cambridge Investment Research Advisors, Inc. | $2.8M | $2.1M |
| Kestra Advisory Services, LLC | $1.9M | $2.1M |
| Spire Wealth Management | $2.5M | $7K |
| Independent Financial Group, LLC | $265K | $1.5M |
| Envestnet Asset Management Inc. | $1.1M | $525K |
| World Investment Advisors | $985K | $293K |
| MML Investors Services, LLC | $436K | $831K |
| AE Wealth Management LLC | $1.1M | $183K |
| BCGM Wealth Management, LLC | $836K | $259K |
| IFP Advisors, Inc | $30K | $926K |
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: SEPW institutional holders, KJUL institutional holders.
Frequently asked questions
Do institutions hold both SEPW and KJUL?
18 Form 13F filers report positions in both, out of 114 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%.