SPBX vs JULT overlap
15 institutions report holding both SPBX and JULT.
SPBXJULT
Pick 2 to 4 ETFs.
We don’t have holdings for JULT. 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.
15
institutions report holding both, of 56 holding any
SPBX91.7% of its 13F dollars, 55.6% of its 27 holders
JULT65.3% of its 13F dollars, 34.1% of its 44 holders
Largest institutions holding both
| Firm | SPBX | JULT |
|---|---|---|
| Cambridge Investment Research Advisors, Inc. | $10.3M | $1.1M |
| Allianz SE | $10.1M | $63K |
| Commonwealth Equity Services, LLC | $2.6M | $5.9M |
| Osaic Holdings, Inc. | $1.2M | $4.3M |
| AE Wealth Management LLC | $5.4M | $36K |
| Raymond James Financial Inc. | $260K | $4.1M |
| Envestnet Asset Management Inc. | $2.6M | $1.5M |
| LPL Financial LLC | $696K | $3.2M |
| Cetera Investment Advisers | $378K | $1.8M |
| MML Investors Services, LLC | $327K | $720K |
| Old Mission Capital LLC | $444K | $459K |
| Centaurus Financial, Inc. | $248K | $587K |
| Independent Financial Group, LLC | $222K | $379K |
| Harbour Investments, Inc. | $3K | $375K |
| UBS Group AG | $6K | $41K |
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: SPBX institutional holders, JULT institutional holders.
Frequently asked questions
Do institutions hold both SPBX and JULT?
15 Form 13F filers report positions in both, out of 56 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%.