JUNW vs FSEP overlap
30 institutions report holding both JUNW and FSEP.
JUNWFSEP
Pick 2 to 4 ETFs.
We don’t have holdings for JUNW, FSEP. 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.
30
institutions report holding both, of 201 holding any
JUNW52.8% of its 13F dollars, 37.5% of its 80 holders
FSEP38.4% of its 13F dollars, 19.9% of its 151 holders
Largest institutions holding both
| Firm | JUNW | FSEP |
|---|---|---|
| AE Wealth Management LLC | $93.6M | $399K |
| Osaic Holdings, Inc. | $7.0M | $16.4M |
| LPL Financial LLC | $8.3M | $11.7M |
| Commonwealth Equity Services, LLC | $7.8M | $10.5M |
| Cetera Investment Advisers | $3.5M | $12.0M |
| Raymond James Financial Inc. | $2.8M | $10.0M |
| Envestnet Asset Management Inc. | $660K | $10.8M |
| Kestra Advisory Services, LLC | $2.9M | $6.1M |
| MML Investors Services, LLC | $840K | $4.6M |
| Cambridge Investment Research Advisors, Inc. | $1.4M | $3.8M |
| Centaurus Financial, Inc. | $4.0M | $1.2M |
| Harbour Investments, Inc. | $1.1M | $3.7M |
| Old Mission Capital LLC | $1.4M | $3.2M |
| Csenge Advisory Group | $2.2M | $278K |
| Foundations Investment Advisors, LLC | $1.3M | $769K |
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: JUNW institutional holders, FSEP institutional holders.
Frequently asked questions
Do institutions hold both JUNW and FSEP?
30 Form 13F filers report positions in both, out of 201 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%.