TJUL vs SEPW overlap
18 institutions report holding both TJUL and SEPW.
TJULSEPW
Pick 2 to 4 ETFs.
We don’t have holdings for TJUL, SEPW. 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.
18
institutions report holding both, of 109 holding any
TJUL42.5% of its 13F dollars, 24.3% of its 74 holders
SEPW53.9% of its 13F dollars, 34.0% of its 53 holders
Largest institutions holding both
| Firm | TJUL | SEPW |
|---|---|---|
| Commonwealth Equity Services, LLC | $17.4M | $16.6M |
| Osaic Holdings, Inc. | $2.7M | $5.5M |
| Cambridge Investment Research Advisors, Inc. | $4.4M | $2.8M |
| LPL Financial LLC | $1.9M | $3.4M |
| Raymond James Financial Inc. | $480K | $4.5M |
| Cetera Investment Advisers | $2.0M | $1.6M |
| Kestra Advisory Services, LLC | $1.6M | $1.9M |
| Spire Wealth Management | $656K | $2.5M |
| Envestnet Asset Management Inc. | $1.0M | $1.1M |
| AE Wealth Management LLC | $313K | $1.1M |
| MML Investors Services, LLC | $746K | $436K |
| IFG Advisory, LLC | $146K | $682K |
| Harbour Investments, Inc. | $205K | $581K |
| HRT Financial LP | $354K | $419K |
| Castle Rock Wealth Management, LLC | $311K | $290K |
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, SEPW institutional holders.
Frequently asked questions
Do institutions hold both TJUL and SEPW?
18 Form 13F filers report positions in both, out of 109 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%.