YJUN vs XBJA overlap
15 institutions report holding both YJUN and XBJA.
YJUNXBJA
Pick 2 to 4 ETFs.
We don’t have holdings for YJUN, XBJA. 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.
15
institutions report holding both, of 99 holding any
YJUN42.7% of its 13F dollars, 21.7% of its 69 holders
XBJA36.7% of its 13F dollars, 33.3% of its 45 holders
Largest institutions holding both
| Firm | YJUN | XBJA |
|---|---|---|
| Cetera Investment Advisers | $8.5M | $11.6M |
| Raymond James Financial Inc. | $7.7M | $264K |
| Osaic Holdings, Inc. | $2.8M | $4.2M |
| Commonwealth Equity Services, LLC | $4.5M | $2.0M |
| Steward Partners Investment Advisory, LLC | $413K | $3.6M |
| Kestra Advisory Services, LLC | $1.6M | $1.2M |
| Susquehanna International Group, LLP | $1.7M | $931K |
| IFP Advisors, Inc | $1.3M | $32K |
| CreativeOne Wealth, LLC | $260K | $912K |
| Envestnet Asset Management Inc. | $586K | $363K |
| Noble Wealth Management PBC | $24K | $831K |
| Visionary Wealth Advisors | $480K | $204K |
| DHJJ Financial Advisors, Ltd. | $416K | $80K |
| Farther Finance Advisors, LLC | $228K | $8K |
| AE Wealth Management LLC | $43K | $19K |
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, XBJA institutional holders.
Frequently asked questions
Do institutions hold both YJUN and XBJA?
15 Form 13F filers report positions in both, out of 99 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%.