TJAN vs SEPM overlap
12 institutions report holding both TJAN and SEPM.
TJANSEPM
Pick 2 to 4 ETFs.
We don’t have holdings for TJAN, SEPM. 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.
12
institutions report holding both, of 44 holding any
TJAN23.9% of its 13F dollars, 48.0% of its 25 holders
SEPM41.2% of its 13F dollars, 38.7% of its 31 holders
Largest institutions holding both
| Firm | TJAN | SEPM |
|---|---|---|
| Commonwealth Equity Services, LLC | $983K | $1.5M |
| Old Mission Capital LLC | $559K | $1.2M |
| Cetera Investment Advisers | $365K | $1.0M |
| Mutual Advisors, LLC | $704K | $213K |
| Citadel Advisors LLC | $218K | $697K |
| Susquehanna International Group, LLP | $279K | $553K |
| Cambridge Investment Research Advisors, Inc. | $400K | $211K |
| AE Wealth Management LLC | $27K | $422K |
| Harbour Investments, Inc. | $2K | $387K |
| Osaic Holdings, Inc. | $113K | $252K |
| IFP Advisors, Inc | $59K | $214K |
| Barclays PLC | $147K | $98 |
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: TJAN institutional holders, SEPM institutional holders.
Frequently asked questions
Do institutions hold both TJAN and SEPM?
12 Form 13F filers report positions in both, out of 44 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%.