JUNW vs JANW overlap
53 institutions report holding both JUNW and JANW.
JUNWJANW
Pick 2 to 4 ETFs.
We don’t have holdings for JUNW, JANW. 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.
53
institutions report holding both, of 115 holding any
JUNW80.6% of its 13F dollars, 66.3% of its 80 holders
JANW83.8% of its 13F dollars, 60.2% of its 88 holders
Largest institutions holding both
| Firm | JUNW | JANW |
|---|---|---|
| AE Wealth Management LLC | $93.6M | $40.2M |
| American Asset Management Inc. | $5.9M | $41.3M |
| Commonwealth Equity Services, LLC | $7.8M | $22.3M |
| Raymond James Financial Inc. | $2.8M | $17.9M |
| Lloyd Advisory Services, LLC. | $18.4M | $1.2M |
| Osaic Holdings, Inc. | $7.0M | $12.1M |
| LPL Financial LLC | $8.3M | $10.3M |
| POM Investment Strategies, LLC | $8.0M | $8.4M |
| Cetera Investment Advisers | $3.5M | $10.1M |
| Allianz SE | $6.7M | $6.7M |
| Wellment Financial | $6.0M | $5.9M |
| Kestra Advisory Services, LLC | $2.9M | $6.8M |
| Ausdal Financial Partners, Inc. | $6.0M | $3.4M |
| Outlook Wealth Advisors, LLC | $4.3M | $4.6M |
| Centaurus Financial, Inc. | $4.0M | $3.1M |
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: JUNW institutional holders, JANW institutional holders.
Frequently asked questions
Do institutions hold both JUNW and JANW?
53 Form 13F filers report positions in both, out of 115 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%.