NJAN vs FSEP overlap
47 institutions report holding both NJAN and FSEP.
NJANFSEP
Pick 2 to 4 ETFs.
We don’t have holdings for NJAN, 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.
47
institutions report holding both, of 221 holding any
NJAN66.9% of its 13F dollars, 40.2% of its 117 holders
FSEP51.5% of its 13F dollars, 31.1% of its 151 holders
Largest institutions holding both
| Firm | NJAN | FSEP |
|---|---|---|
| Osaic Holdings, Inc. | $24.4M | $16.4M |
| Mutual Advisors, LLC | $28.3M | $624K |
| Janney Montgomery Scott LLC | $27.4M | $1.5M |
| NewEdge Advisors, LLC | $24.5M | $643K |
| Cetera Investment Advisers | $7.4M | $12.0M |
| Commonwealth Equity Services, LLC | $6.9M | $10.5M |
| LPL Financial LLC | $5.3M | $11.7M |
| Assetmark, Inc. | $15K | $16.4M |
| Truist Financial Corp. | $12.3M | $1.1M |
| Envestnet Asset Management Inc. | $2.3M | $10.8M |
| Raymond James Financial Inc. | $3.0M | $10.0M |
| Kestra Advisory Services, LLC | $6.7M | $6.1M |
| Cambridge Investment Research Advisors, Inc. | $8.0M | $3.8M |
| Old Mission Capital LLC | $5.4M | $3.2M |
| MML Investors Services, LLC | $1.8M | $4.6M |
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: NJAN institutional holders, FSEP institutional holders.
Frequently asked questions
Do institutions hold both NJAN and FSEP?
47 Form 13F filers report positions in both, out of 221 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%.