TJUL vs KJUL overlap
28 institutions report holding both TJUL and KJUL.
TJULKJUL
Pick 2 to 4 ETFs.
We don’t have holdings for TJUL, KJUL. 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.
28
institutions report holding both, of 125 holding any
TJUL48.0% of its 13F dollars, 37.8% of its 74 holders
KJUL47.7% of its 13F dollars, 35.4% of its 79 holders
Largest institutions holding both
| Firm | TJUL | KJUL |
|---|---|---|
| Commonwealth Equity Services, LLC | $17.4M | $8.7M |
| Osaic Holdings, Inc. | $2.7M | $4.9M |
| Cambridge Investment Research Advisors, Inc. | $4.4M | $2.1M |
| Cetera Investment Advisers | $2.0M | $3.5M |
| LPL Financial LLC | $1.9M | $3.0M |
| Kestra Advisory Services, LLC | $1.6M | $2.1M |
| Wealth Enhancement Advisory Services, LLC | $671K | $2.6M |
| Diligent Investors, LLC | $1.3M | $1.9M |
| Raymond James Financial Inc. | $480K | $2.6M |
| HighTower Advisors, LLC | $1.4M | $502K |
| Focus Partners Wealth | $486K | $1.3M |
| MML Investors Services, LLC | $746K | $831K |
| Envestnet Asset Management Inc. | $1.0M | $525K |
| GWN Securities Inc. | $456K | $841K |
| IFP Advisors, Inc | $161K | $926K |
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: TJUL institutional holders, KJUL institutional holders.
Frequently asked questions
Do institutions hold both TJUL and KJUL?
28 Form 13F filers report positions in both, out of 125 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%.