FOCT vs BJUN overlap
40 institutions report holding both FOCT and BJUN.
FOCTBJUN
Pick 2 to 4 ETFs.
We don’t have holdings for FOCT, 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.
40
institutions report holding both, of 193 holding any
FOCT52.7% of its 13F dollars, 27.8% of its 144 holders
BJUN44.0% of its 13F dollars, 44.9% of its 89 holders
Largest institutions holding both
| Firm | FOCT | BJUN |
|---|---|---|
| Brookstone Capital Management | $1.5M | $48.0M |
| Envestnet Asset Management Inc. | $26.6M | $3.1M |
| Raymond James Financial Inc. | $18.2M | $936K |
| Osaic Holdings, Inc. | $10.1M | $4.0M |
| Cetera Investment Advisers | $9.1M | $3.9M |
| Commonwealth Equity Services, LLC | $6.5M | $5.8M |
| LPL Financial LLC | $7.7M | $1.8M |
| MML Investors Services, LLC | $6.2M | $1.5M |
| Strategic Blueprint, LLC | $602K | $7.0M |
| Kestra Advisory Services, LLC | $4.3M | $937K |
| Blue Bell Private Wealth Management, LLC | $713K | $4.1M |
| HighTower Advisors, LLC | $502K | $4.2M |
| Cambridge Investment Research Advisors, Inc. | $2.2M | $1.8M |
| Susquehanna International Group, LLP | $1.5M | $1.9M |
| Harbour Investments, Inc. | $3.1M | $96K |
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: FOCT institutional holders, BJUN institutional holders.
Frequently asked questions
Do institutions hold both FOCT and BJUN?
40 Form 13F filers report positions in both, out of 193 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%.