XJUN vs DAPR overlap
35 institutions report holding both XJUN and DAPR.
XJUNDAPR
Pick 2 to 4 ETFs.
We don’t have holdings for XJUN, DAPR. 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.
35
institutions report holding both, of 137 holding any
XJUN71.7% of its 13F dollars, 48.6% of its 72 holders
DAPR50.9% of its 13F dollars, 35.0% of its 100 holders
Largest institutions holding both
| Firm | XJUN | DAPR |
|---|---|---|
| Osaic Holdings, Inc. | $14.5M | $5.1M |
| Commonwealth Equity Services, LLC | $10.8M | $6.1M |
| Cetera Investment Advisers | $10.2M | $4.3M |
| Kestra Advisory Services, LLC | $10.9M | $2.0M |
| Envestnet Asset Management Inc. | $1.6M | $9.1M |
| Mutual Advisors, LLC | $4.1M | $5.2M |
| LPL Financial LLC | $2.2M | $6.1M |
| Sequent Planning LLC | $4.9M | $487K |
| Harbour Investments, Inc. | $1.2M | $2.9M |
| Old Mission Capital LLC | $1.9M | $757K |
| Waverly Advisors, LLC | $1.9M | $756K |
| REAP Financial Group, LLC | $321K | $2.1M |
| MML Investors Services, LLC | $613K | $1.7M |
| Cambridge Investment Research Advisors, Inc. | $954K | $1.1M |
| Mariner, LLC | $1.2M | $323K |
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: XJUN institutional holders, DAPR institutional holders.
Frequently asked questions
Do institutions hold both XJUN and DAPR?
35 Form 13F filers report positions in both, out of 137 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%.