USEP vs DJUN overlap
30 institutions report holding both USEP and DJUN.
USEPDJUN
Pick 2 to 4 ETFs.
We don’t have holdings for USEP, DJUN. 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.
30
institutions report holding both, of 156 holding any
USEP38.2% of its 13F dollars, 37.5% of its 80 holders
DJUN50.3% of its 13F dollars, 28.3% of its 106 holders
Largest institutions holding both
| Firm | USEP | DJUN |
|---|---|---|
| Kestra Advisory Services, LLC | $3.1M | $9.6M |
| Envestnet Asset Management Inc. | $2.2M | $8.4M |
| Osaic Holdings, Inc. | $3.7M | $5.1M |
| Raymond James Financial Inc. | $711K | $7.6M |
| LPL Financial LLC | $1.2M | $6.9M |
| Cetera Investment Advisers | $2.7M | $5.0M |
| Commonwealth Equity Services, LLC | $3.8M | $3.6M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | $6.4M | $380K |
| Cambridge Investment Research Advisors, Inc. | $2.7M | $1.4M |
| Old Mission Capital LLC | $1.6M | $1.9M |
| Susquehanna International Group, LLP | $2.5M | $453K |
| Wood Tarver Financial Group, LLC | $372K | $2.5M |
| Truist Financial Corp. | $1.8M | $1.1M |
| MML Investors Services, LLC | $1.6M | $1.3M |
| Spire Wealth Management | $2.6M | $148K |
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: USEP institutional holders, DJUN institutional holders.
Frequently asked questions
Do institutions hold both USEP and DJUN?
30 Form 13F filers report positions in both, out of 156 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%.