FJUL vs BUFG overlap
50 institutions report holding both FJUL and BUFG.
FJULBUFG
Pick 2 to 4 ETFs.
We don’t have holdings for FJUL. 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.
50
institutions report holding both, of 197 holding any
FJUL58.6% of its 13F dollars, 31.6% of its 158 holders
BUFG71.1% of its 13F dollars, 56.2% of its 89 holders
Largest institutions holding both
| Firm | FJUL | BUFG |
|---|---|---|
| Envestnet Asset Management Inc. | $12.8M | $31.2M |
| Commonwealth Equity Services, LLC | $9.4M | $31.8M |
| Raymond James Financial Inc. | $28.8M | $288K |
| LPL Financial LLC | $6.8M | $19.8M |
| Assetmark, Inc. | $16.4M | $8.3M |
| Cetera Investment Advisers | $9.7M | $12.8M |
| Osaic Holdings, Inc. | $8.7M | $11.8M |
| Cambridge Investment Research Advisors, Inc. | $5.1M | $5.7M |
| Rockefeller Capital Management L.P. | $4.3M | $5.9M |
| REAP Financial Group, LLC | $8.2M | $63K |
| Kestra Advisory Services, LLC | $5.5M | $2.2M |
| Onyx Bridge Wealth Group LLC | $6.1M | $879K |
| Geneos Wealth Management Inc. | $45K | $6.6M |
| OneDigital Investment Advisors LLC | $868K | $4.2M |
| Mariner, LLC | $2.2M | $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: FJUL institutional holders, BUFG institutional holders.
Frequently asked questions
Do institutions hold both FJUL and BUFG?
50 Form 13F filers report positions in both, out of 197 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%.