SFLR vs PJAN overlap
99 institutions report holding both SFLR and PJAN.
SFLRPJAN
Pick 2 to 4 ETFs.
We don’t have holdings for SFLR, PJAN. 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.
99
institutions report holding both, of 418 holding any
SFLR57.8% of its 13F dollars, 43.8% of its 226 holders
PJAN44.5% of its 13F dollars, 34.0% of its 291 holders
Largest institutions holding both
| Firm | SFLR | PJAN |
|---|---|---|
| LPL Financial LLC | $233.0M | $36.5M |
| Envestnet Asset Management Inc. | $189.6M | $23.4M |
| Commonwealth Equity Services, LLC | $61.4M | $26.2M |
| Cambridge Investment Research Advisors, Inc. | $71.5M | $14.1M |
| Osaic Holdings, Inc. | $27.1M | $58.3M |
| Brookstone Capital Management | $24.3M | $33.3M |
| Raymond James Financial Inc. | $20.0M | $25.1M |
| MML Investors Services, LLC | $10.2M | $33.2M |
| Chicago Partners Investment Group LLC | $42.2M | $669K |
| Cetera Investment Advisers | $24.7M | $13.9M |
| Southland Equity Partners LLC | $11.7M | $18.5M |
| Liberty Atlantic Advisors LLC | $26.3M | $2.7M |
| Atticus Wealth Management, LLC | $24.9M | $568K |
| Focus Partners Wealth | $301K | $23.5M |
| HighTower Advisors, LLC | $14.7M | $7.4M |
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: SFLR institutional holders, PJAN institutional holders.
Frequently asked questions
Do institutions hold both SFLR and PJAN?
99 Form 13F filers report positions in both, out of 418 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%.