ZJUN vs IMAR overlap
25 institutions report holding both ZJUN and IMAR.
ZJUNIMAR
Pick 2 to 4 ETFs.
We don’t have holdings for ZJUN, IMAR. 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.
25
institutions report holding both, of 130 holding any
ZJUN58.4% of its 13F dollars, 30.1% of its 83 holders
IMAR24.3% of its 13F dollars, 34.7% of its 72 holders
Largest institutions holding both
| Firm | ZJUN | IMAR |
|---|---|---|
| NewEdge Advisors, LLC | $14.9M | $510K |
| AE Wealth Management LLC | $9.7M | $5K |
| Cambridge Investment Research Advisors, Inc. | $8.3M | $1.0M |
| Raymond James Financial Inc. | $6.4M | $386K |
| Commonwealth Equity Services, LLC | $3.0M | $2.3M |
| Harbour Investments, Inc. | $334K | $4.4M |
| Envestnet Asset Management Inc. | $2.5M | $2.1M |
| Cetera Investment Advisers | $1.3M | $3.1M |
| Osaic Holdings, Inc. | $2.1M | $1.5M |
| Kestra Advisory Services, LLC | $2.2M | $1.1M |
| HighTower Advisors, LLC | $1.1M | $1.8M |
| Susquehanna International Group, LLP | $302K | $1.8M |
| Farther Finance Advisors, LLC | $1.6M | $15K |
| LPL Financial LLC | $528K | $1.0M |
| Truist Financial Corp. | $869K | $577K |
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, IMAR institutional holders.
Frequently asked questions
Do institutions hold both ZJUN and IMAR?
25 Form 13F filers report positions in both, out of 130 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%.