FAUG vs BJUN overlap
41 institutions report holding both FAUG and BJUN.
FAUGBJUN
Pick 2 to 4 ETFs.
We don’t have holdings for FAUG, 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.
41
institutions report holding both, of 228 holding any
FAUG39.0% of its 13F dollars, 22.8% of its 180 holders
BJUN23.4% of its 13F dollars, 46.1% of its 89 holders
Largest institutions holding both
| Firm | FAUG | BJUN |
|---|---|---|
| Raymond James Financial Inc. | $15.2M | $936K |
| Cetera Investment Advisers | $11.3M | $3.9M |
| Osaic Holdings, Inc. | $10.0M | $4.0M |
| Envestnet Asset Management Inc. | $10.4M | $3.1M |
| Commonwealth Equity Services, LLC | $6.9M | $5.8M |
| Strategic Blueprint, LLC | $469K | $7.0M |
| LPL Financial LLC | $5.2M | $1.8M |
| MML Investors Services, LLC | $4.7M | $1.5M |
| Cambridge Investment Research Advisors, Inc. | $3.6M | $1.8M |
| Blue Bell Private Wealth Management, LLC | $1.2M | $4.1M |
| Kestra Advisory Services, LLC | $4.3M | $937K |
| HighTower Advisors, LLC | $943K | $4.2M |
| Beacon Pointe Advisors, LLC | $1.5M | $2.0M |
| Fragasso Financial Advisors Inc | $1.9M | $1.3M |
| Susquehanna International Group, LLP | $253K | $1.9M |
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: FAUG institutional holders, BJUN institutional holders.
Frequently asked questions
Do institutions hold both FAUG and BJUN?
41 Form 13F filers report positions in both, out of 228 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%.