UJUN vs SPBU overlap
13 institutions report holding both UJUN and SPBU.
UJUNSPBU
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.
13
institutions report holding both, of 101 holding any
UJUN14.2% of its 13F dollars, 18.8% of its 69 holders
SPBU34.3% of its 13F dollars, 28.9% of its 45 holders
Largest institutions holding both
| Firm | UJUN | SPBU |
|---|---|---|
| Commonwealth Equity Services, LLC | $3.8M | $8.0M |
| Osaic Holdings, Inc. | $2.3M | $7.6M |
| Cetera Investment Advisers | $1.5M | $7.4M |
| Envestnet Asset Management Inc. | $3.7M | $4.7M |
| Advisory Services Network, LLC | $275K | $6.1M |
| Harbour Investments, Inc. | $17K | $5.8M |
| MML Investors Services, LLC | $4.0M | $1.3M |
| Cambridge Investment Research Advisors, Inc. | $588K | $2.8M |
| LPL Financial LLC | $1.7M | $380K |
| Steward Partners Investment Advisory, LLC | $443K | $741K |
| AE Wealth Management LLC | $258K | $818K |
| Clear Creek Financial Management, LLC | $320K | $439K |
| JPMorgan Chase & Co | $312K | $30K |
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, SPBU institutional holders.
Frequently asked questions
Do institutions hold both UJUN and SPBU?
13 Form 13F filers report positions in both, out of 101 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%.