UAPR vs JUNT overlap
19 institutions report holding both UAPR and JUNT.
UAPRJUNT
Pick 2 to 4 ETFs.
We don’t have holdings for UAPR, JUNT. 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 116 holding any
UAPR24.4% of its 13F dollars, 21.8% of its 87 holders
JUNT69.2% of its 13F dollars, 39.6% of its 48 holders
Largest institutions holding both
| Firm | UAPR | JUNT |
|---|---|---|
| AE Wealth Management LLC | $474K | $47.1M |
| Osaic Holdings, Inc. | $4.7M | $4.3M |
| Commonwealth Equity Services, LLC | $5.1M | $3.0M |
| LPL Financial LLC | $974K | $5.0M |
| Raymond James Financial Inc. | $1.5M | $2.8M |
| Envestnet Asset Management Inc. | $2.7M | $298K |
| Foundations Investment Advisors, LLC | $2.0M | $249K |
| Cetera Investment Advisers | $1.1M | $746K |
| Susquehanna International Group, LLP | $1.4M | $269K |
| Spire Wealth Management | $1.5M | $81K |
| Citadel Advisors LLC | $415K | $425K |
| Centaurus Financial, Inc. | $565K | $226K |
| LifeWealth Investments, LLC | $271K | $221K |
| Harbour Investments, Inc. | $61K | $390K |
| Accurate Wealth Management, LLC | $215K | $230K |
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: UAPR institutional holders, JUNT institutional holders.
Frequently asked questions
Do institutions hold both UAPR and JUNT?
19 Form 13F filers report positions in both, out of 116 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%.