SMAY vs KJUN overlap
19 institutions report holding both SMAY and KJUN.
SMAYKJUN
Pick 2 to 4 ETFs.
We don’t have holdings for SMAY, KJUN. 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.
19
institutions report holding both, of 87 holding any
SMAY44.0% of its 13F dollars, 28.8% of its 66 holders
KJUN73.6% of its 13F dollars, 47.5% of its 40 holders
Largest institutions holding both
| Firm | SMAY | KJUN |
|---|---|---|
| Susquehanna International Group, LLP | $2.3M | $8.8M |
| Commonwealth Equity Services, LLC | $1.5M | $6.2M |
| Cetera Investment Advisers | $3.0M | $1.6M |
| Raymond James Financial Inc. | $1.3M | $3.2M |
| Osaic Holdings, Inc. | $2.4M | $1.6M |
| LPL Financial LLC | $2.6M | $830K |
| Kestra Advisory Services, LLC | $1.1M | $1.3M |
| Harbour Investments, Inc. | $151K | $1.9M |
| Envestnet Asset Management Inc. | $1.3M | $653K |
| Diligent Investors, LLC | $599K | $201K |
| DHJJ Financial Advisors, Ltd. | $266K | $449K |
| Ashton Thomas Private Wealth, LLC | $13K | $400K |
| Morgan Stanley | $15K | $357K |
| Blue Bell Private Wealth Management, LLC | $117K | $158K |
| Lanark Financial, Inc. | $108K | $99K |
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: SMAY institutional holders, KJUN institutional holders.
Frequently asked questions
Do institutions hold both SMAY and KJUN?
19 Form 13F filers report positions in both, out of 87 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%.