XJUN vs EJAN overlap
25 institutions report holding both XJUN and EJAN.
XJUNEJAN
Pick 2 to 4 ETFs.
We don’t have holdings for XJUN, EJAN. 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.
25
institutions report holding both, of 140 holding any
XJUN59.3% of its 13F dollars, 34.7% of its 72 holders
EJAN34.7% of its 13F dollars, 26.9% of its 93 holders
Largest institutions holding both
| Firm | XJUN | EJAN |
|---|---|---|
| Osaic Holdings, Inc. | $14.5M | $4.9M |
| Cetera Investment Advisers | $10.2M | $2.6M |
| Commonwealth Equity Services, LLC | $10.8M | $1.8M |
| Kestra Advisory Services, LLC | $10.9M | $724K |
| Allworth Financial LP | $8K | $8.5M |
| First Heartland Consultants, Inc. | $1.1M | $2.5M |
| Jane Street Group, LLC | $995K | $2.5M |
| Envestnet Asset Management Inc. | $1.6M | $1.8M |
| Harbour Investments, Inc. | $1.2M | $2.2M |
| LPL Financial LLC | $2.2M | $924K |
| Old Mission Capital LLC | $1.9M | $1.2M |
| Cambridge Investment Research Advisors, Inc. | $954K | $1.2M |
| Diligent Investors, LLC | $641K | $1.2M |
| IFP Advisors, Inc | $728K | $908K |
| Blue Bell Private Wealth Management, LLC | $1.0M | $213K |
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, EJAN institutional holders.
Frequently asked questions
Do institutions hold both XJUN and EJAN?
25 Form 13F filers report positions in both, out of 140 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%.