UMAY vs EJAN overlap
21 institutions report holding both UMAY and EJAN.
UMAYEJAN
Pick 2 to 4 ETFs.
We don’t have holdings for UMAY, EJAN. 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.
21
institutions report holding both, of 132 holding any
UMAY17.8% of its 13F dollars, 35.0% of its 60 holders
EJAN24.7% of its 13F dollars, 22.6% of its 93 holders
Largest institutions holding both
| Firm | UMAY | EJAN |
|---|---|---|
| Allworth Financial LP | $584K | $8.5M |
| Osaic Holdings, Inc. | $2.5M | $4.9M |
| Cetera Investment Advisers | $2.1M | $2.6M |
| Envestnet Asset Management Inc. | $2.4M | $1.8M |
| Commonwealth Equity Services, LLC | $2.1M | $1.8M |
| Kestra Advisory Services, LLC | $2.2M | $724K |
| Old Mission Capital LLC | $921K | $1.2M |
| LPL Financial LLC | $724K | $924K |
| MML Investors Services, LLC | $1.1M | $332K |
| Raymond James Financial Inc. | $718K | $573K |
| Trek Financial, LLC | $730K | $258K |
| Citadel Advisors LLC | $642K | $339K |
| Founders Financial Securities LLC | $203K | $562K |
| Wealth Alliance, LLC | $426K | $338K |
| AE Wealth Management LLC | $341K | $124K |
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: UMAY institutional holders, EJAN institutional holders.
Frequently asked questions
Do institutions hold both UMAY and EJAN?
21 Form 13F filers report positions in both, out of 132 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%.