YJUN vs JULU overlap
13 institutions report holding both YJUN and JULU.
YJUNJULU
Pick 2 to 4 ETFs.
We don’t have holdings for YJUN, JULU. 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.
13
institutions report holding both, of 95 holding any
YJUN42.5% of its 13F dollars, 18.8% of its 69 holders
JULU15.5% of its 13F dollars, 33.3% of its 39 holders
Largest institutions holding both
| Firm | YJUN | JULU |
|---|---|---|
| Commonwealth Equity Services, LLC | $4.5M | $5.4M |
| Cetera Investment Advisers | $8.5M | $477K |
| Raymond James Financial Inc. | $7.7M | $368K |
| Osaic Holdings, Inc. | $2.8M | $1.7M |
| Kestra Advisory Services, LLC | $1.6M | $612K |
| Susquehanna International Group, LLP | $1.7M | $515K |
| IFP Advisors, Inc | $1.3M | $197K |
| Envestnet Asset Management Inc. | $586K | $706K |
| Park Avenue Securities LLC | $642K | $580K |
| Harbour Investments, Inc. | $779K | $21K |
| AE Wealth Management LLC | $43K | $608K |
| Farther Finance Advisors, LLC | $228K | $30K |
| Creative Financial Designs Inc. | $17K | $32K |
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: YJUN institutional holders, JULU institutional holders.
Frequently asked questions
Do institutions hold both YJUN and JULU?
13 Form 13F filers report positions in both, out of 95 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%.