YSEP vs IJUN overlap
17 institutions report holding both YSEP and IJUN.
YSEPIJUN
Pick 2 to 4 ETFs.
We don’t have holdings for YSEP, IJUN. 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.
17
institutions report holding both, of 109 holding any
YSEP40.7% of its 13F dollars, 27.9% of its 61 holders
IJUN25.6% of its 13F dollars, 26.1% of its 65 holders
Largest institutions holding both
| Firm | YSEP | IJUN |
|---|---|---|
| Commonwealth Equity Services, LLC | $5.0M | $2.5M |
| Cetera Investment Advisers | $3.1M | $2.7M |
| Raymond James Financial Inc. | $3.7M | $398K |
| Osaic Holdings, Inc. | $2.1M | $1.8M |
| LPL Financial LLC | $2.0M | $1.6M |
| Susquehanna International Group, LLP | $1.1M | $827K |
| Kestra Advisory Services, LLC | $625K | $972K |
| Envestnet Asset Management Inc. | $1.1M | $494K |
| Harbour Investments, Inc. | $812K | $282K |
| Diligent Investors, LLC | $340K | $712K |
| Noble Wealth Management PBC | $751K | $101K |
| Jane Street Group, LLC | $395K | $215K |
| DHJJ Financial Advisors, Ltd. | $145K | $326K |
| IFP Advisors, Inc | $47K | $351K |
| Creative Financial Designs Inc. | $137K | $31K |
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, IJUN institutional holders.
Frequently asked questions
Do institutions hold both YSEP and IJUN?
17 Form 13F filers report positions in both, out of 109 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%.