SIXJ vs NJUN overlap
20 institutions report holding both SIXJ and NJUN.
SIXJNJUN
Pick 2 to 4 ETFs.
We don’t have holdings for SIXJ, NJUN. 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.
20
institutions report holding both, of 99 holding any
SIXJ54.6% of its 13F dollars, 38.5% of its 52 holders
NJUN34.8% of its 13F dollars, 29.9% of its 67 holders
Largest institutions holding both
| Firm | SIXJ | NJUN |
|---|---|---|
| Osaic Holdings, Inc. | $23.8M | $5.5M |
| Commonwealth Equity Services, LLC | $10.4M | $13.3M |
| Cetera Investment Advisers | $9.0M | $3.7M |
| Raymond James Financial Inc. | $3.2M | $9.4M |
| LPL Financial LLC | $6.7M | $2.8M |
| Envestnet Asset Management Inc. | $4.8M | $764K |
| Cambridge Investment Research Advisors, Inc. | $2.7M | $1.1M |
| Kestra Advisory Services, LLC | $2.2M | $875K |
| Susquehanna International Group, LLP | $478K | $811K |
| Old Mission Capital LLC | $449K | $833K |
| AE Wealth Management LLC | $331K | $769K |
| Harbour Investments, Inc. | $408K | $325K |
| DHJJ Financial Advisors, Ltd. | $365 | $685K |
| OneDigital Investment Advisors LLC | $354K | $226K |
| Arax Advisory Partners | $81K | $319K |
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: SIXJ institutional holders, NJUN institutional holders.
Frequently asked questions
Do institutions hold both SIXJ and NJUN?
20 Form 13F filers report positions in both, out of 99 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%.