KJAN vs BJUN overlap
45 institutions report holding both KJAN and BJUN.
KJANBJUN
Pick 2 to 4 ETFs.
We don’t have holdings for KJAN, 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.
45
institutions report holding both, of 179 holding any
KJAN34.7% of its 13F dollars, 33.3% of its 135 holders
BJUN44.1% of its 13F dollars, 50.6% of its 89 holders
Largest institutions holding both
| Firm | KJAN | BJUN |
|---|---|---|
| Brookstone Capital Management | $1.1M | $48.0M |
| Osaic Holdings, Inc. | $12.0M | $4.0M |
| Commonwealth Equity Services, LLC | $10.2M | $5.8M |
| Cetera Investment Advisers | $6.6M | $3.9M |
| LPL Financial LLC | $5.6M | $1.8M |
| Kestra Advisory Services, LLC | $5.7M | $937K |
| Principal Securities, Inc. | $4.8M | $1.6M |
| Cambridge Investment Research Advisors, Inc. | $4.2M | $1.8M |
| Blue Bell Private Wealth Management, LLC | $1.2M | $4.1M |
| HighTower Advisors, LLC | $1.1M | $4.2M |
| Raymond James Financial Inc. | $3.5M | $936K |
| AdvisorNet Financial, Inc | $4.0M | $322K |
| Envestnet Asset Management Inc. | $668K | $3.1M |
| Susquehanna International Group, LLP | $984K | $1.9M |
| DHJJ Financial Advisors, Ltd. | $1.7M | $1.0M |
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: KJAN institutional holders, BJUN institutional holders.
Frequently asked questions
Do institutions hold both KJAN and BJUN?
45 Form 13F filers report positions in both, out of 179 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%.