UJUN vs BUFY overlap
19 institutions report holding both UJUN and BUFY.
UJUNBUFY
Pick 2 to 4 ETFs.
We don’t have holdings for UJUN. 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 112 holding any
UJUN60.3% of its 13F dollars, 27.5% of its 69 holders
BUFY51.8% of its 13F dollars, 30.6% of its 62 holders
Largest institutions holding both
| Firm | UJUN | BUFY |
|---|---|---|
| Brookstone Capital Management | $55.5M | $899K |
| Commonwealth Equity Services, LLC | $3.8M | $17.4M |
| Envestnet Asset Management Inc. | $3.7M | $12.8M |
| Rockefeller Capital Management L.P. | $27K | $9.8M |
| Cetera Investment Advisers | $1.5M | $7.9M |
| Osaic Holdings, Inc. | $2.3M | $3.9M |
| MML Investors Services, LLC | $4.0M | $788K |
| LPL Financial LLC | $1.7M | $2.8M |
| Advisory Services Network, LLC | $275K | $3.8M |
| AssuredPartners Investment Advisors, LLC | $1.5M | $1.8M |
| Kestra Advisory Services, LLC | $2.3M | $884K |
| Wealth Enhancement Advisory Services, LLC | $578K | $1.7M |
| Cambridge Investment Research Advisors, Inc. | $588K | $1.6M |
| Susquehanna International Group, LLP | $945K | $799K |
| IMG Wealth Management, Inc. | $1.2M | $150K |
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: UJUN institutional holders, BUFY institutional holders.
Frequently asked questions
Do institutions hold both UJUN and BUFY?
19 Form 13F filers report positions in both, out of 112 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%.