XJAN vs JULP overlap
6 institutions report holding both XJAN and JULP.
XJANJULP
Pick 2 to 4 ETFs.
We don’t have holdings for XJAN, JULP. 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.
6
institutions report holding both, of 39 holding any
XJAN13.5% of its 13F dollars, 18.2% of its 33 holders
JULP11.2% of its 13F dollars, 50.0% of its 12 holders
Largest institutions holding both
| Firm | XJAN | JULP |
|---|---|---|
| Commonwealth Equity Services, LLC | $1.2M | $1.4M |
| Cetera Investment Advisers | $1.5M | $706K |
| DHJJ Financial Advisors, Ltd. | $17K | $333K |
| Harbour Investments, Inc. | $334K | $5K |
| Steward Partners Investment Advisory, LLC | $73K | $136K |
| UBS Group AG | $12K | $131 |
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: XJAN institutional holders, JULP institutional holders.
Frequently asked questions
Do institutions hold both XJAN and JULP?
6 Form 13F filers report positions in both, out of 39 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%.