FMAY vs FJUN overlap
110 institutions report holding both FMAY and FJUN.
FMAYFJUN
Pick 2 to 4 ETFs.
We don’t have holdings for FMAY, FJUN. 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.
110
institutions report holding both, of 204 holding any
FMAY80.0% of its 13F dollars, 70.1% of its 157 holders
FJUN86.6% of its 13F dollars, 70.1% of its 157 holders
Largest institutions holding both
| Firm | FMAY | FJUN |
|---|---|---|
| Envestnet Asset Management Inc. | $32.3M | $33.6M |
| Cetera Investment Advisers | $24.2M | $23.4M |
| Commonwealth Equity Services, LLC | $15.1M | $17.8M |
| Assetmark, Inc. | $16.4M | $16.3M |
| LPL Financial LLC | $11.1M | $14.6M |
| Atria Investments, Inc | $10.0M | $15.0M |
| Raymond James Financial Inc. | $10.2M | $12.1M |
| Rockefeller Capital Management L.P. | $13.9M | $7.2M |
| Keystone Wealth Services, LLC | $9.3M | $10.6M |
| Osaic Holdings, Inc. | $9.0M | $9.6M |
| REAP Financial Group, LLC | $13.2M | $4.0M |
| Kestra Advisory Services, LLC | $5.4M | $7.9M |
| MGO One Seven LLC | $10.8M | $1.8M |
| BAM Wealth Management, LLC | $5.6M | $5.5M |
| Cambridge Investment Research Advisors, Inc. | $4.4M | $5.5M |
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: FMAY institutional holders, FJUN institutional holders.
Frequently asked questions
Do institutions hold both FMAY and FJUN?
110 Form 13F filers report positions in both, out of 204 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%.