XSEP vs UJUL overlap
20 institutions report holding both XSEP and UJUL.
XSEPUJUL
Pick 2 to 4 ETFs.
We don’t have holdings for XSEP, UJUL. 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 125 holding any
XSEP73.3% of its 13F dollars, 28.6% of its 70 holders
UJUL39.8% of its 13F dollars, 26.7% of its 75 holders
Largest institutions holding both
| Firm | XSEP | UJUL |
|---|---|---|
| Osaic Holdings, Inc. | $10.4M | $11.5M |
| Commonwealth Equity Services, LLC | $13.2M | $2.7M |
| Kestra Advisory Services, LLC | $7.6M | $8.0M |
| Envestnet Asset Management Inc. | $13.1M | $938K |
| Cetera Investment Advisers | $8.6M | $535K |
| MML Investors Services, LLC | $6.6M | $323K |
| LPL Financial LLC | $2.4M | $1.7M |
| Brookstone Capital Management | $306K | $3.1M |
| Cambridge Investment Research Advisors, Inc. | $557K | $2.6M |
| IMG Wealth Management, Inc. | $300K | $2.6M |
| Susquehanna International Group, LLP | $1.2M | $530K |
| Atria Investments, Inc | $625K | $487K |
| Steward Partners Investment Advisory, LLC | $53K | $489K |
| AE Wealth Management LLC | $49K | $384K |
| Aptus Capital Advisors, LLC | $364K | $16K |
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: XSEP institutional holders, UJUL institutional holders.
Frequently asked questions
Do institutions hold both XSEP and UJUL?
20 Form 13F filers report positions in both, out of 125 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%.