XJUN vs UMAY overlap
19 institutions report holding both XJUN and UMAY.
XJUNUMAY
Pick 2 to 4 ETFs.
We don’t have holdings for XJUN, UMAY. 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.
19
institutions report holding both, of 113 holding any
XJUN52.7% of its 13F dollars, 26.4% of its 72 holders
UMAY70.2% of its 13F dollars, 31.7% of its 60 holders
Largest institutions holding both
| Firm | XJUN | UMAY |
|---|---|---|
| Brookstone Capital Management | $247K | $55.8M |
| Osaic Holdings, Inc. | $14.5M | $2.5M |
| Kestra Advisory Services, LLC | $10.9M | $2.2M |
| Commonwealth Equity Services, LLC | $10.8M | $2.1M |
| Cetera Investment Advisers | $10.2M | $2.1M |
| Envestnet Asset Management Inc. | $1.6M | $2.4M |
| LPL Financial LLC | $2.2M | $724K |
| Old Mission Capital LLC | $1.9M | $921K |
| Castle Rock Wealth Management, LLC | $365K | $1.8M |
| MML Investors Services, LLC | $613K | $1.1M |
| Steward Partners Investment Advisory, LLC | $875K | $349K |
| Allworth Financial LP | $8K | $584K |
| IMG Wealth Management, Inc. | $134K | $433K |
| AE Wealth Management LLC | $205K | $341K |
| Morgan Stanley | $60K | $363K |
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, UMAY institutional holders.
Frequently asked questions
Do institutions hold both XJUN and UMAY?
19 Form 13F filers report positions in both, out of 113 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%.