YSEP vs EJUL overlap
23 institutions report holding both YSEP and EJUL.
YSEPEJUL
Pick 2 to 4 ETFs.
We don’t have holdings for YSEP, EJUL. 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.
23
institutions report holding both, of 113 holding any
YSEP55.3% of its 13F dollars, 37.7% of its 61 holders
EJUL34.5% of its 13F dollars, 30.7% of its 75 holders
Largest institutions holding both
| Firm | YSEP | EJUL |
|---|---|---|
| Commonwealth Equity Services, LLC | $5.0M | $2.3M |
| Raymond James Financial Inc. | $3.7M | $1.8M |
| US Bancorp | $4.8M | $213K |
| Cetera Investment Advisers | $3.1M | $1.7M |
| Osaic Holdings, Inc. | $2.1M | $1.9M |
| LPL Financial LLC | $2.0M | $1.1M |
| Cambridge Investment Research Advisors, Inc. | $1.8M | $892K |
| Kestra Advisory Services, LLC | $625K | $1.9M |
| NorthCrest Asset Manangement, LLC | $1.7M | $680K |
| Envestnet Asset Management Inc. | $1.1M | $1.1M |
| Diligent Investors, LLC | $340K | $1.5M |
| Janney Montgomery Scott LLC | $556K | $318K |
| Wealth Enhancement Advisory Services, LLC | $303K | $570K |
| Fiduciary Financial Advisors | $670K | $197K |
| IFP Advisors, Inc | $47K | $615K |
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: YSEP institutional holders, EJUL institutional holders.
Frequently asked questions
Do institutions hold both YSEP and EJUL?
23 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%.