UJAN vs BUFB overlap
40 institutions report holding both UJAN and BUFB.
UJANBUFB
Pick 2 to 4 ETFs.
We don’t have holdings for UJAN, BUFB. 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.
40
institutions report holding both, of 180 holding any
UJAN51.4% of its 13F dollars, 32.3% of its 124 holders
BUFB55.4% of its 13F dollars, 41.7% of its 96 holders
Largest institutions holding both
| Firm | UJAN | BUFB |
|---|---|---|
| Brookstone Capital Management | $59.5M | $4.4M |
| Raymond James Financial Inc. | $2.5M | $18.9M |
| LPL Financial LLC | $3.1M | $18.0M |
| Commonwealth Equity Services, LLC | $8.6M | $6.6M |
| HighTower Advisors, LLC | $1.1M | $12.5M |
| Osaic Holdings, Inc. | $5.6M | $8.0M |
| Envestnet Asset Management Inc. | $3.4M | $9.9M |
| Cetera Investment Advisers | $3.8M | $6.7M |
| Cambridge Investment Research Advisors, Inc. | $3.9M | $5.5M |
| KFG Wealth Management, LLC | $1.2M | $4.5M |
| Susquehanna International Group, LLP | $2.5M | $2.8M |
| Principal Securities, Inc. | $360K | $4.8M |
| Truist Financial Corp. | $4.0M | $746K |
| MML Investors Services, LLC | $2.2M | $1.9M |
| Encompass More Asset Management | $427K | $3.4M |
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: UJAN institutional holders, BUFB institutional holders.
Frequently asked questions
Do institutions hold both UJAN and BUFB?
40 Form 13F filers report positions in both, out of 180 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%.