USEP vs NJUN overlap
24 institutions report holding both USEP and NJUN.
USEPNJUN
Pick 2 to 4 ETFs.
We don’t have holdings for USEP, NJUN. 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 123 holding any
USEP25.7% of its 13F dollars, 30.0% of its 80 holders
NJUN46.8% of its 13F dollars, 35.8% of its 67 holders
Largest institutions holding both
| Firm | USEP | NJUN |
|---|---|---|
| Commonwealth Equity Services, LLC | $3.8M | $13.3M |
| HighTower Advisors, LLC | $1.1M | $11.0M |
| Raymond James Financial Inc. | $711K | $9.4M |
| Osaic Holdings, Inc. | $3.7M | $5.5M |
| Cetera Investment Advisers | $2.7M | $3.7M |
| Truist Financial Corp. | $1.8M | $2.7M |
| LPL Financial LLC | $1.2M | $2.8M |
| Kestra Advisory Services, LLC | $3.1M | $875K |
| Cambridge Investment Research Advisors, Inc. | $2.7M | $1.1M |
| Susquehanna International Group, LLP | $2.5M | $811K |
| Envestnet Asset Management Inc. | $2.2M | $764K |
| Old Mission Capital LLC | $1.6M | $833K |
| MML Investors Services, LLC | $1.6M | $783K |
| AE Wealth Management LLC | $315K | $769K |
| PFG Advisors | $493K | $410K |
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, NJUN institutional holders.
Frequently asked questions
Do institutions hold both USEP and NJUN?
24 Form 13F filers report positions in both, out of 123 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%.