UJUN vs QMAR overlap
24 institutions report holding both UJUN and QMAR.
UJUNQMAR
Pick 2 to 4 ETFs.
We don’t have holdings for UJUN, QMAR. 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.
24
institutions report holding both, of 142 holding any
UJUN61.4% of its 13F dollars, 34.8% of its 69 holders
QMAR54.8% of its 13F dollars, 24.7% of its 97 holders
Largest institutions holding both
| Firm | UJUN | QMAR |
|---|---|---|
| Brookstone Capital Management | $55.5M | $290K |
| Cetera Investment Advisers | $1.5M | $12.8M |
| Commonwealth Equity Services, LLC | $3.8M | $9.4M |
| LPL Financial LLC | $1.7M | $7.6M |
| Raymond James Financial Inc. | $386K | $7.3M |
| Envestnet Asset Management Inc. | $3.7M | $3.7M |
| Osaic Holdings, Inc. | $2.3M | $4.3M |
| Cambridge Investment Research Advisors, Inc. | $588K | $5.2M |
| MML Investors Services, LLC | $4.0M | $1.6M |
| Truist Financial Corp. | $871K | $4.7M |
| Kestra Advisory Services, LLC | $2.3M | $2.7M |
| Spire Wealth Management | $2.6M | $427K |
| Rockefeller Capital Management L.P. | $27K | $2.8M |
| Silver Oak Securities, Incorporated | $404K | $2.2M |
| Steward Partners Investment Advisory, LLC | $443K | $1.9M |
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, QMAR institutional holders.
Frequently asked questions
Do institutions hold both UJUN and QMAR?
24 Form 13F filers report positions in both, out of 142 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%.