ZFEB vs JUNT overlap
15 institutions report holding both ZFEB and JUNT.
ZFEBJUNT
Pick 2 to 4 ETFs.
We don’t have holdings for ZFEB, JUNT. 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 136 holding any
ZFEB24.4% of its 13F dollars, 14.6% of its 103 holders
JUNT68.6% of its 13F dollars, 31.3% of its 48 holders
Largest institutions holding both
| Firm | ZFEB | JUNT |
|---|---|---|
| AE Wealth Management LLC | $467K | $47.1M |
| Commonwealth Equity Services, LLC | $4.9M | $3.0M |
| Raymond James Financial Inc. | $4.1M | $2.8M |
| LPL Financial LLC | $1.9M | $5.0M |
| Osaic Holdings, Inc. | $1.5M | $4.3M |
| Harbour Investments, Inc. | $3.2M | $390K |
| Cetera Investment Advisers | $2.6M | $746K |
| Envestnet Asset Management Inc. | $1.8M | $298K |
| Citadel Advisors LLC | $317K | $425K |
| IFP Advisors, Inc | $665K | $33K |
| Susquehanna International Group, LLP | $302K | $269K |
| Foundations Investment Advisors, LLC | $249K | $249K |
| CoreCap Advisors, LLC | $367K | $5K |
| Tounjian Advisory Partners, LLC | $76K | $189K |
| Farther Finance Advisors, LLC | $259K | $6K |
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: ZFEB institutional holders, JUNT institutional holders.
Frequently asked questions
Do institutions hold both ZFEB and JUNT?
15 Form 13F filers report positions in both, out of 136 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%.