SGDJ vs PUI overlap
16 institutions report holding both SGDJ and PUI.
SGDJPUI
Pick 2 to 4 ETFs.
We don’t have holdings for SGDJ. 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.
16
institutions report holding both, of 84 holding any
SGDJ41.6% of its 13F dollars, 28.6% of its 56 holders
PUI31.9% of its 13F dollars, 36.4% of its 44 holders
Largest institutions holding both
| Firm | SGDJ | PUI |
|---|---|---|
| LPL Financial LLC | $1.2M | $5.6M |
| Morgan Stanley | $2.8M | $2.0M |
| Cambridge Investment Research Advisors, Inc. | $2.3M | $1.3M |
| Royal Bank of Canada | $3.4M | $149K |
| Advisory Services Network, LLC | $2.3M | $706K |
| Raymond James Financial Inc. | $2.3M | $325K |
| Osaic Holdings, Inc. | $290K | $1.8M |
| Cetera Investment Advisers | $1.1M | $253K |
| Bank of America Corp. | $490K | $553K |
| Private Advisor Group, LLC | $751K | $248K |
| Farther Finance Advisors, LLC | $6K | $392K |
| UBS Group AG | $115K | $275K |
| Integrated Wealth Concepts LLC | $86K | $241K |
| NewEdge Advisors, LLC | $273K | $2K |
| FMR LLC | $14K | $40K |
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: SGDJ institutional holders, PUI institutional holders.
Frequently asked questions
Do institutions hold both SGDJ and PUI?
16 Form 13F filers report positions in both, out of 84 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%.