XBJA vs JULU overlap
11 institutions report holding both XBJA and JULU.
XBJAJULU
Pick 2 to 4 ETFs.
We don’t have holdings for XBJA, JULU. 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.
11
institutions report holding both, of 73 holding any
XBJA29.9% of its 13F dollars, 24.4% of its 45 holders
JULU14.8% of its 13F dollars, 28.2% of its 39 holders
Largest institutions holding both
| Firm | XBJA | JULU |
|---|---|---|
| Cetera Investment Advisers | $11.6M | $477K |
| Commonwealth Equity Services, LLC | $2.0M | $5.4M |
| Osaic Holdings, Inc. | $4.2M | $1.7M |
| Kestra Advisory Services, LLC | $1.2M | $612K |
| Susquehanna International Group, LLP | $931K | $515K |
| Envestnet Asset Management Inc. | $363K | $706K |
| Centaurus Financial, Inc. | $708K | $132K |
| Raymond James Financial Inc. | $264K | $368K |
| AE Wealth Management LLC | $19K | $608K |
| IFP Advisors, Inc | $32K | $197K |
| Farther Finance Advisors, LLC | $8K | $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: XBJA institutional holders, JULU institutional holders.
Frequently asked questions
Do institutions hold both XBJA and JULU?
11 Form 13F filers report positions in both, out of 73 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%.