UJUL vs EALT overlap
30 institutions report holding both UJUL and EALT.
UJULEALT
Pick 2 to 4 ETFs.
We don’t have holdings for UJUL, EALT. 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.
30
institutions report holding both, of 103 holding any
UJUL55.7% of its 13F dollars, 40.0% of its 75 holders
EALT77.0% of its 13F dollars, 51.7% of its 58 holders
Largest institutions holding both
| Firm | UJUL | EALT |
|---|---|---|
| Osaic Holdings, Inc. | $11.5M | $4.2M |
| Orion Porfolio Solutions, LLC | $2.7M | $12.3M |
| Brookstone Capital Management | $3.1M | $7.2M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | $7.5M | $2.0M |
| Triad Wealth Partners, LLC | $1.6M | $7.0M |
| Kestra Advisory Services, LLC | $8.0M | $303K |
| Commonwealth Equity Services, LLC | $2.7M | $4.9M |
| Cambridge Investment Research Advisors, Inc. | $2.6M | $3.9M |
| Raymond James Financial Inc. | $492K | $4.9M |
| Envestnet Asset Management Inc. | $938K | $3.1M |
| Foundations Investment Advisors, LLC | $3.2M | $598K |
| Cetera Investment Advisers | $535K | $2.7M |
| Atria Investments, Inc | $487K | $2.6M |
| Farther Finance Advisors, LLC | $652 | $2.7M |
| Encompass More Asset Management | $446K | $1.9M |
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: UJUL institutional holders, EALT institutional holders.
Frequently asked questions
Do institutions hold both UJUL and EALT?
30 Form 13F filers report positions in both, out of 103 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%.