UJUL vs IFLR overlap
10 institutions report holding both UJUL and IFLR.
UJULIFLR
Pick 2 to 4 ETFs.
We don’t have holdings for UJUL, IFLR. 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.
10
institutions report holding both, of 97 holding any
UJUL11.5% of its 13F dollars, 13.3% of its 75 holders
IFLR43.5% of its 13F dollars, 31.3% of its 32 holders
Largest institutions holding both
| Firm | UJUL | IFLR |
|---|---|---|
| Envestnet Asset Management Inc. | $938K | $18.1M |
| Delta Investment Management, LLC | $264K | $8.0M |
| Commonwealth Equity Services, LLC | $2.7M | $4.4M |
| KFG Wealth Management, LLC | $3.9M | $201K |
| NewCorp Financial Services, Inc. | $203K | $3.9M |
| Concurrent Investment Advisors, LLC | $447K | $3.3M |
| Wealth Enhancement Advisory Services, LLC | $1.7M | $474K |
| Farther Finance Advisors, LLC | $652 | $1.2M |
| Capital Investment Advisory Services, LLC | $236K | $72K |
| Ashton Thomas Private Wealth, LLC | $29K | $2K |
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, IFLR institutional holders.
Frequently asked questions
Do institutions hold both UJUL and IFLR?
10 Form 13F filers report positions in both, out of 97 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%.