GJUL vs BMAR overlap
43 institutions report holding both GJUL and BMAR.
GJULBMAR
Pick 2 to 4 ETFs.
We don’t have holdings for GJUL, BMAR. 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.
43
institutions report holding both, of 188 holding any
GJUL67.8% of its 13F dollars, 34.1% of its 126 holders
BMAR54.2% of its 13F dollars, 41.0% of its 105 holders
Largest institutions holding both
| Firm | GJUL | BMAR |
|---|---|---|
| Brookstone Capital Management | $364K | $48.8M |
| Raymond James Financial Inc. | $42.5M | $4.2M |
| Osaic Holdings, Inc. | $14.4M | $9.0M |
| LPL Financial LLC | $11.1M | $3.9M |
| Commonwealth Equity Services, LLC | $8.3M | $6.6M |
| Cetera Investment Advisers | $8.4M | $2.4M |
| Kestra Advisory Services, LLC | $7.7M | $2.3M |
| Envestnet Asset Management Inc. | $7.5M | $1.2M |
| Cambridge Investment Research Advisors, Inc. | $3.7M | $3.1M |
| HighTower Advisors, LLC | $689K | $5.8M |
| MML Investors Services, LLC | $4.4M | $737K |
| Truist Financial Corp. | $4.1M | $274K |
| Susquehanna International Group, LLP | $1.9M | $1.9M |
| Janney Montgomery Scott LLC | $1.6M | $967K |
| Blue Bell Private Wealth Management, LLC | $35K | $2.2M |
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: GJUL institutional holders, BMAR institutional holders.
Frequently asked questions
Do institutions hold both GJUL and BMAR?
43 Form 13F filers report positions in both, out of 188 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%.