BUFB vs BJUN overlap
32 institutions report holding both BUFB and BJUN.
BUFBBJUN
Pick 2 to 4 ETFs.
We don’t have holdings for BUFB, BJUN. 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.
32
institutions report holding both, of 153 holding any
BUFB53.2% of its 13F dollars, 33.3% of its 96 holders
BJUN40.6% of its 13F dollars, 36.0% of its 89 holders
Largest institutions holding both
| Firm | BUFB | BJUN |
|---|---|---|
| Brookstone Capital Management | $4.4M | $48.0M |
| Raymond James Financial Inc. | $18.9M | $936K |
| LPL Financial LLC | $18.0M | $1.8M |
| HighTower Advisors, LLC | $12.5M | $4.2M |
| Envestnet Asset Management Inc. | $9.9M | $3.1M |
| Commonwealth Equity Services, LLC | $6.6M | $5.8M |
| Osaic Holdings, Inc. | $8.0M | $4.0M |
| Cetera Investment Advisers | $6.7M | $3.9M |
| GWN Securities Inc. | $9.2M | $1.1M |
| Cambridge Investment Research Advisors, Inc. | $5.5M | $1.8M |
| Principal Securities, Inc. | $4.8M | $1.6M |
| Susquehanna International Group, LLP | $2.8M | $1.9M |
| Blue Bell Private Wealth Management, LLC | $376K | $4.1M |
| MML Investors Services, LLC | $1.9M | $1.5M |
| Rockefeller Capital Management L.P. | $3.0M | $61K |
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: BUFB institutional holders, BJUN institutional holders.
Frequently asked questions
Do institutions hold both BUFB and BJUN?
32 Form 13F filers report positions in both, out of 153 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%.