ZJUN vs PSTP overlap
25 institutions report holding both ZJUN and PSTP.
ZJUNPSTP
Pick 2 to 4 ETFs.
We don’t have holdings for ZJUN, PSTP. 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 112 holding any
ZJUN40.3% of its 13F dollars, 30.1% of its 83 holders
PSTP79.7% of its 13F dollars, 46.3% of its 54 holders
Largest institutions holding both
| Firm | ZJUN | PSTP |
|---|---|---|
| AE Wealth Management LLC | $9.7M | $5.7M |
| Commonwealth Equity Services, LLC | $3.0M | $11.7M |
| Brown Wealth Management, LLC | $1.1M | $10.1M |
| KFG Wealth Management, LLC | $570K | $9.1M |
| HighTower Advisors, LLC | $1.1M | $8.1M |
| Lineweaver Wealth Advisors, LLC | $1.2M | $7.6M |
| Cambridge Investment Research Advisors, Inc. | $8.3M | $430K |
| Osaic Holdings, Inc. | $2.1M | $6.2M |
| Cetera Investment Advisers | $1.3M | $5.1M |
| Envestnet Asset Management Inc. | $2.5M | $2.8M |
| Farther Finance Advisors, LLC | $1.6M | $2.3M |
| Kestra Advisory Services, LLC | $2.2M | $1.2M |
| Susquehanna International Group, LLP | $302K | $2.2M |
| Evolution Wealth Management Inc. | $95K | $1.5M |
| Key Capital Management, INC | $1.3M | $24K |
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, PSTP institutional holders.
Frequently asked questions
Do institutions hold both ZJUN and PSTP?
25 Form 13F filers report positions in both, out of 112 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%.