SPBX vs JUNP overlap
6 institutions report holding both SPBX and JUNP.
SPBXJUNP
Pick 2 to 4 ETFs.
We don’t have holdings for JUNP. 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.
6
institutions report holding both, of 34 holding any
SPBX10.1% of its 13F dollars, 22.2% of its 27 holders
JUNP15.8% of its 13F dollars, 46.1% of its 13 holders
Largest institutions holding both
| Firm | SPBX | JUNP |
|---|---|---|
| Commonwealth Equity Services, LLC | $2.6M | $4.4M |
| Cetera Investment Advisers | $378K | $766K |
| Old Mission Capital LLC | $444K | $322K |
| Raymond James Financial Inc. | $260K | $371K |
| Steward Partners Investment Advisory, LLC | $96K | $51K |
| Harbour Investments, Inc. | $3K | $134K |
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, JUNP institutional holders.
Frequently asked questions
Do institutions hold both SPBX and JUNP?
6 Form 13F filers report positions in both, out of 34 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%.