GMAY vs BJAN overlap
55 institutions report holding both GMAY and BJAN.
GMAYBJAN
Pick 2 to 4 ETFs.
We don’t have holdings for GMAY, BJAN. 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 234 holding any
GMAY72.8% of its 13F dollars, 34.8% of its 158 holders
BJAN56.5% of its 13F dollars, 42.0% of its 131 holders
Largest institutions holding both
| Firm | GMAY | BJAN |
|---|---|---|
| Brookstone Capital Management | $1.7M | $52.0M |
| AE Wealth Management LLC | $37.0M | $305K |
| Cetera Investment Advisers | $23.2M | $7.6M |
| Envestnet Asset Management Inc. | $22.1M | $5.7M |
| Raymond James Financial Inc. | $20.6M | $5.2M |
| Commonwealth Equity Services, LLC | $8.4M | $14.6M |
| LPL Financial LLC | $14.7M | $5.5M |
| Osaic Holdings, Inc. | $12.2M | $7.8M |
| Arax Advisory Partners | $130K | $16.7M |
| Ausdal Financial Partners, Inc. | $15.0M | $258K |
| HighTower Advisors, LLC | $3.4M | $9.5M |
| Kestra Advisory Services, LLC | $7.7M | $2.2M |
| Atria Investments, Inc | $7.6M | $1.1M |
| Steward Partners Investment Advisory, LLC | $736K | $6.0M |
| Janney Montgomery Scott LLC | $630K | $5.1M |
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: GMAY institutional holders, BJAN institutional holders.
Frequently asked questions
Do institutions hold both GMAY and BJAN?
55 Form 13F filers report positions in both, out of 234 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%.