XJUL vs APRZ overlap
6 institutions report holding both XJUL and APRZ.
XJULAPRZ
Pick 2 to 4 ETFs.
We don’t have holdings for XJUL. 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 54 holding any
XJUL20.1% of its 13F dollars, 13.6% of its 44 holders
APRZ1.9% of its 13F dollars, 37.5% of its 16 holders
Largest institutions holding both
| Firm | XJUL | APRZ |
|---|---|---|
| Osaic Holdings, Inc. | $5.0M | $50K |
| Old Mission Capital LLC | $956K | $242K |
| Blue Bell Private Wealth Management, LLC | $12K | $259K |
| Aptus Capital Advisors, LLC | $239K | $8K |
| DHJJ Financial Advisors, Ltd. | $62K | $16K |
| Capital Investment Advisory Services, LLC | $7K | $4K |
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: XJUL institutional holders, APRZ institutional holders.
Frequently asked questions
Do institutions hold both XJUL and APRZ?
6 Form 13F filers report positions in both, out of 54 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%.