XJUN vs QBUF overlap
20 institutions report holding both XJUN and QBUF.
XJUNQBUF
Pick 2 to 4 ETFs.
We don’t have holdings for XJUN, QBUF. 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.
20
institutions report holding both, of 108 holding any
XJUN60.6% of its 13F dollars, 27.8% of its 72 holders
QBUF32.8% of its 13F dollars, 35.7% of its 56 holders
Largest institutions holding both
| Firm | XJUN | QBUF |
|---|---|---|
| Osaic Holdings, Inc. | $14.5M | $4.3M |
| Kestra Advisory Services, LLC | $10.9M | $2.7M |
| Commonwealth Equity Services, LLC | $10.8M | $1.9M |
| Mutual Advisors, LLC | $4.1M | $8.3M |
| Cetera Investment Advisers | $10.2M | $2.1M |
| CARY Street Partners Financial LLC | $770K | $3.1M |
| Farther Finance Advisors, LLC | $178K | $3.2M |
| LPL Financial LLC | $2.2M | $627K |
| Kingsview Wealth Management, LLC | $347K | $2.0M |
| Envestnet Asset Management Inc. | $1.6M | $632K |
| Independent Financial Group, LLC | $370K | $1.3M |
| Brookstone Capital Management | $247K | $1.3M |
| Harbour Investments, Inc. | $1.2M | $277K |
| Diversify Wealth Management, LLC | $1.1M | $291K |
| Diversify Advisory Services, LLC | $1.1M | $291K |
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, QBUF institutional holders.
Frequently asked questions
Do institutions hold both XJUN and QBUF?
20 Form 13F filers report positions in both, out of 108 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%.