ZJUN vs DMAX overlap
13 institutions report holding both ZJUN and DMAX.
ZJUNDMAX
Pick 2 to 4 ETFs.
We don’t have holdings for ZJUN. 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 116 holding any
ZJUN29.2% of its 13F dollars, 15.7% of its 83 holders
DMAX12.6% of its 13F dollars, 28.3% of its 46 holders
Largest institutions holding both
| Firm | ZJUN | DMAX |
|---|---|---|
| Raymond James Financial Inc. | $6.4M | $4.6M |
| AE Wealth Management LLC | $9.7M | $6K |
| Envestnet Asset Management Inc. | $2.5M | $2.5M |
| Kestra Advisory Services, LLC | $2.2M | $1.5M |
| Commonwealth Equity Services, LLC | $3.0M | $370K |
| Cetera Investment Advisers | $1.3M | $995K |
| Farther Finance Advisors, LLC | $1.6M | $64K |
| Susquehanna International Group, LLP | $302K | $729K |
| Ausdal Financial Partners, Inc. | $417K | $537K |
| Advisory Services Network, LLC | $290K | $553K |
| Old Mission Capital LLC | $507K | $329K |
| Harbour Investments, Inc. | $334K | $46K |
| IFP Advisors, Inc | $20K | $2K |
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: ZJUN institutional holders, DMAX institutional holders.
Frequently asked questions
Do institutions hold both ZJUN and DMAX?
13 Form 13F filers report positions in both, out of 116 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%.