SMAX vs IJUN overlap
8 institutions report holding both SMAX and IJUN.
SMAXIJUN
Pick 2 to 4 ETFs.
We don’t have holdings for IJUN. 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.
8
institutions report holding both, of 94 holding any
SMAX14.3% of its 13F dollars, 21.6% of its 37 holders
IJUN11.9% of its 13F dollars, 12.3% of its 65 holders
Largest institutions holding both
| Firm | SMAX | IJUN |
|---|---|---|
| Commonwealth Equity Services, LLC | $746K | $2.5M |
| Raymond James Financial Inc. | $2.6M | $398K |
| Susquehanna International Group, LLP | $1.9M | $827K |
| Envestnet Asset Management Inc. | $1.2M | $494K |
| Kestra Advisory Services, LLC | $599K | $972K |
| Old Mission Capital LLC | $295K | $757K |
| IFP Advisors, Inc | $1K | $351K |
| Northwestern Mutual Wealth Management Co | $947 | $11K |
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: SMAX institutional holders, IJUN institutional holders.
Frequently asked questions
Do institutions hold both SMAX and IJUN?
8 Form 13F filers report positions in both, out of 94 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%.