MAYW vs FJUN overlap
24 institutions report holding both MAYW and FJUN.
MAYWFJUN
Pick 2 to 4 ETFs.
We don’t have holdings for MAYW, FJUN. 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.
24
institutions report holding both, of 207 holding any
MAYW57.1% of its 13F dollars, 32.4% of its 74 holders
FJUN43.3% of its 13F dollars, 15.3% of its 157 holders
Largest institutions holding both
| Firm | MAYW | FJUN |
|---|---|---|
| AE Wealth Management LLC | $129.0M | $310K |
| Envestnet Asset Management Inc. | $4.2M | $33.6M |
| Commonwealth Equity Services, LLC | $9.8M | $17.8M |
| Cetera Investment Advisers | $1.9M | $23.4M |
| LPL Financial LLC | $9.8M | $14.6M |
| Osaic Holdings, Inc. | $9.8M | $9.6M |
| Raymond James Financial Inc. | $2.1M | $12.1M |
| Kestra Advisory Services, LLC | $4.0M | $7.9M |
| Cambridge Investment Research Advisors, Inc. | $3.7M | $5.5M |
| MML Investors Services, LLC | $804K | $5.6M |
| Modern Wealth Management, LLC | $3.6M | $900K |
| Harbour Investments, Inc. | $893K | $3.2M |
| Susquehanna International Group, LLP | $2.5M | $797K |
| FWG Investments, LLC. | $334K | $3.0M |
| Farther Finance Advisors, LLC | $426K | $2.1M |
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: MAYW institutional holders, FJUN institutional holders.
Frequently asked questions
Do institutions hold both MAYW and FJUN?
24 Form 13F filers report positions in both, out of 207 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%.