UJUL vs JANB overlap
4 institutions report holding both UJUL and JANB.
UJULJANB
Pick 2 to 4 ETFs.
We don’t have holdings for UJUL, JANB. 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.
4
institutions report holding both, of 90 holding any
UJUL5.0% of its 13F dollars, 5.3% of its 75 holders
JANB26.5% of its 13F dollars, 21.1% of its 19 holders
Largest institutions holding both
| Firm | UJUL | JANB |
|---|---|---|
| KFG Wealth Management, LLC | $3.9M | $18.7M |
| Aptus Capital Advisors, LLC | $16K | $4.1M |
| Susquehanna International Group, LLP | $530K | $674K |
| DHJJ Financial Advisors, Ltd. | $35K | $1K |
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, JANB institutional holders.
Frequently asked questions
Do institutions hold both UJUL and JANB?
4 Form 13F filers report positions in both, out of 90 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%.