UJUN vs IAPR overlap
27 institutions report holding both UJUN and IAPR.
UJUNIAPR
Pick 2 to 4 ETFs.
We don’t have holdings for UJUN, IAPR. 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.
27
institutions report holding both, of 155 holding any
UJUN66.4% of its 13F dollars, 39.1% of its 69 holders
IAPR32.7% of its 13F dollars, 23.9% of its 113 holders
Largest institutions holding both
| Firm | UJUN | IAPR |
|---|---|---|
| Brookstone Capital Management | $55.5M | $2.0M |
| Commonwealth Equity Services, LLC | $3.8M | $8.5M |
| Berger Financial Group, Inc | $7.1M | $1.4M |
| Envestnet Asset Management Inc. | $3.7M | $2.2M |
| Cetera Investment Advisers | $1.5M | $4.4M |
| LPL Financial LLC | $1.7M | $4.1M |
| Osaic Holdings, Inc. | $2.3M | $3.4M |
| Kestra Advisory Services, LLC | $2.3M | $2.0M |
| Tradition Wealth Management, LLC | $499K | $3.2M |
| Raymond James Financial Inc. | $386K | $2.5M |
| Chris Bulman Inc | $239K | $2.0M |
| Susquehanna International Group, LLP | $945K | $1.1M |
| Creative Planning | $946K | $1.0M |
| Fiduciary Financial Group, LLC | $579K | $1.3M |
| Truist Financial Corp. | $871K | $954K |
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, IAPR institutional holders.
Frequently asked questions
Do institutions hold both UJUN and IAPR?
27 Form 13F filers report positions in both, out of 155 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%.