FJUN vs BAPR overlap
55 institutions report holding both FJUN and BAPR.
FJUNBAPR
Pick 2 to 4 ETFs.
We don’t have holdings for FJUN, BAPR. 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.
55
institutions report holding both, of 225 holding any
FJUN60.5% of its 13F dollars, 35.0% of its 157 holders
BAPR23.8% of its 13F dollars, 44.7% of its 123 holders
Largest institutions holding both
| Firm | FJUN | BAPR |
|---|---|---|
| Envestnet Asset Management Inc. | $33.6M | $5.8M |
| Cetera Investment Advisers | $23.4M | $4.3M |
| LPL Financial LLC | $14.6M | $9.9M |
| Commonwealth Equity Services, LLC | $17.8M | $4.8M |
| Osaic Holdings, Inc. | $9.6M | $6.6M |
| Atria Investments, Inc | $15.0M | $1.1M |
| Raymond James Financial Inc. | $12.1M | $3.8M |
| Keystone Wealth Services, LLC | $10.6M | $644K |
| HighTower Advisors, LLC | $686K | $9.4M |
| Kestra Advisory Services, LLC | $7.9M | $1.4M |
| Cambridge Investment Research Advisors, Inc. | $5.5M | $3.2M |
| MML Investors Services, LLC | $5.6M | $2.1M |
| Valtinson Bruner Financial Planning LLC | $3.9M | $1.2M |
| Blue Bell Private Wealth Management, LLC | $2.0M | $2.7M |
| CreativeOne Wealth, LLC | $4.3M | $442K |
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: FJUN institutional holders, BAPR institutional holders.
Frequently asked questions
Do institutions hold both FJUN and BAPR?
55 Form 13F filers report positions in both, out of 225 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%.