UJUN vs IJUL overlap
27 institutions report holding both UJUN and IJUL.
UJUNIJUL
Pick 2 to 4 ETFs.
We don’t have holdings for UJUN, IJUL. 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 151 holding any
UJUN27.0% of its 13F dollars, 39.1% of its 69 holders
IJUL32.3% of its 13F dollars, 24.8% of its 109 holders
Largest institutions holding both
| Firm | UJUN | IJUL |
|---|---|---|
| Berger Financial Group, Inc | $7.1M | $7.2M |
| Osaic Holdings, Inc. | $2.3M | $7.7M |
| Commonwealth Equity Services, LLC | $3.8M | $5.6M |
| Envestnet Asset Management Inc. | $3.7M | $3.2M |
| Cetera Investment Advisers | $1.5M | $4.2M |
| MML Investors Services, LLC | $4.0M | $1.5M |
| LPL Financial LLC | $1.7M | $2.8M |
| Kestra Advisory Services, LLC | $2.3M | $1.4M |
| Raymond James Financial Inc. | $386K | $3.2M |
| Cambridge Investment Research Advisors, Inc. | $588K | $1.7M |
| Truist Financial Corp. | $871K | $1.1M |
| PFG Advisors | $1.5M | $478K |
| Nations Financial Group Inc., /IA/ | $1.1M | $549K |
| Susquehanna International Group, LLP | $945K | $601K |
| Wealth Enhancement Advisory Services, LLC | $578K | $861K |
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, IJUL institutional holders.
Frequently asked questions
Do institutions hold both UJUN and IJUL?
27 Form 13F filers report positions in both, out of 151 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%.