ZSEP vs KJUL overlap
22 institutions report holding both ZSEP and KJUL.
ZSEPKJUL
Pick 2 to 4 ETFs.
We don’t have holdings for ZSEP, KJUL. 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.
22
institutions report holding both, of 131 holding any
ZSEP47.1% of its 13F dollars, 29.7% of its 74 holders
KJUL40.7% of its 13F dollars, 27.9% of its 79 holders
Largest institutions holding both
| Firm | ZSEP | KJUL |
|---|---|---|
| Envestnet Asset Management Inc. | $13.5M | $525K |
| Commonwealth Equity Services, LLC | $4.0M | $8.7M |
| Kestra Advisory Services, LLC | $4.6M | $2.1M |
| Osaic Holdings, Inc. | $1.2M | $4.9M |
| Cetera Investment Advisers | $2.1M | $3.5M |
| Truist Financial Corp. | $3.6M | $747K |
| LPL Financial LLC | $1.2M | $3.0M |
| HighTower Advisors, LLC | $3.2M | $502K |
| Cambridge Investment Research Advisors, Inc. | $1.4M | $2.1M |
| Raymond James Financial Inc. | $829K | $2.6M |
| MML Investors Services, LLC | $804K | $831K |
| Noble Wealth Management PBC | $1.1M | $8K |
| IFP Advisors, Inc | $29K | $926K |
| FSA Advisors, Inc. | $379K | $502K |
| DHJJ Financial Advisors, Ltd. | $26K | $823K |
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: ZSEP institutional holders, KJUL institutional holders.
Frequently asked questions
Do institutions hold both ZSEP and KJUL?
22 Form 13F filers report positions in both, out of 131 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%.