FJAN vs BUFM overlap
2 institutions report holding both FJAN and BUFM.
FJANBUFM
Pick 2 to 4 ETFs.
We don’t have holdings for FJAN, BUFM. 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.
2
institutions report holding both, of 164 holding any
FJAN0.4% of its 13F dollars, 1.3% of its 159 holders
BUFM0.0% of its 13F dollars, 28.6% of its 7 holders
Largest institutions holding both
| Firm | FJAN | BUFM |
|---|---|---|
| AE Wealth Management LLC | $1.5M | $16K |
| Integrated Wealth Concepts LLC | $261K | $10K |
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: FJAN institutional holders, BUFM institutional holders.
Frequently asked questions
Do institutions hold both FJAN and BUFM?
2 Form 13F filers report positions in both, out of 164 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%.