TJUL vs NMAR overlap
19 institutions report holding both TJUL and NMAR.
TJULNMAR
Pick 2 to 4 ETFs.
We don’t have holdings for TJUL, NMAR. 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 100 holding any
TJUL43.9% of its 13F dollars, 25.7% of its 74 holders
NMAR16.9% of its 13F dollars, 42.2% of its 45 holders
Largest institutions holding both
| Firm | TJUL | NMAR |
|---|---|---|
| Commonwealth Equity Services, LLC | $17.4M | $1.6M |
| Cetera Investment Advisers | $2.0M | $4.9M |
| Cambridge Investment Research Advisors, Inc. | $4.4M | $594K |
| Osaic Holdings, Inc. | $2.7M | $688K |
| LPL Financial LLC | $1.9M | $1.3M |
| Kestra Advisory Services, LLC | $1.6M | $480K |
| Diligent Investors, LLC | $1.3M | $461K |
| Envestnet Asset Management Inc. | $1.0M | $641K |
| Raymond James Financial Inc. | $480K | $758K |
| NewEdge Advisors, LLC | $385K | $850K |
| MML Investors Services, LLC | $746K | $383K |
| Integrity Alliance, LLC. | $467K | $236K |
| Mutual Advisors, LLC | $261K | $382K |
| AE Wealth Management LLC | $313K | $226K |
| Janney Montgomery Scott LLC | $296K | $220K |
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, NMAR institutional holders.
Frequently asked questions
Do institutions hold both TJUL and NMAR?
19 Form 13F filers report positions in both, out of 100 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%.