DJUL vs DJAN overlap
74 institutions report holding both DJUL and DJAN.
DJULDJAN
Pick 2 to 4 ETFs.
We don’t have holdings for DJUL, DJAN. 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.
74
institutions report holding both, of 162 holding any
DJUL78.3% of its 13F dollars, 62.7% of its 118 holders
DJAN59.9% of its 13F dollars, 62.7% of its 118 holders
Largest institutions holding both
| Firm | DJUL | DJAN |
|---|---|---|
| Envestnet Asset Management Inc. | $13.7M | $16.1M |
| Ogorek Anthony Joseph /NY/ | $29.6M | $233K |
| Raymond James Financial Inc. | $11.9M | $4.8M |
| Cetera Investment Advisers | $4.2M | $10.6M |
| LPL Financial LLC | $4.5M | $9.0M |
| Osaic Holdings, Inc. | $6.7M | $4.3M |
| MML Investors Services, LLC | $1.2M | $9.4M |
| Commonwealth Financial Services, LLC | $7.3M | $2.9M |
| Kestra Advisory Services, LLC | $4.1M | $5.3M |
| Truist Financial Corp. | $6.7M | $1.6M |
| Founders Financial Securities LLC | $3.9M | $3.9M |
| Ignite Planners, LLC | $7.1M | $451K |
| Cambridge Investment Research Advisors, Inc. | $3.5M | $3.4M |
| REAP Financial Group, LLC | $4.8M | $1.8M |
| SMART Wealth LLC | $1.8M | $4.1M |
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: DJUL institutional holders, DJAN institutional holders.
Frequently asked questions
Do institutions hold both DJUL and DJAN?
74 Form 13F filers report positions in both, out of 162 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%.