NJAN vs JUNW overlap
23 institutions report holding both NJAN and JUNW.
NJANJUNW
Pick 2 to 4 ETFs.
We don’t have holdings for NJAN, JUNW. 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.
23
institutions report holding both, of 174 holding any
NJAN30.6% of its 13F dollars, 19.7% of its 117 holders
JUNW51.7% of its 13F dollars, 28.8% of its 80 holders
Largest institutions holding both
| Firm | NJAN | JUNW |
|---|---|---|
| AE Wealth Management LLC | $813K | $93.6M |
| Osaic Holdings, Inc. | $24.4M | $7.0M |
| Commonwealth Equity Services, LLC | $6.9M | $7.8M |
| LPL Financial LLC | $5.3M | $8.3M |
| Cetera Investment Advisers | $7.4M | $3.5M |
| Kestra Advisory Services, LLC | $6.7M | $2.9M |
| Cambridge Investment Research Advisors, Inc. | $8.0M | $1.4M |
| Outlook Wealth Advisors, LLC | $3.1M | $4.3M |
| Old Mission Capital LLC | $5.4M | $1.4M |
| Raymond James Financial Inc. | $3.0M | $2.8M |
| FSA Advisors, Inc. | $1.0M | $2.3M |
| Envestnet Asset Management Inc. | $2.3M | $660K |
| MML Investors Services, LLC | $1.8M | $840K |
| Focus Financial Network, Inc. | $1.3M | $806K |
| Advus Financial Partners, LLC | $1.5M | $370K |
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, JUNW institutional holders.
Frequently asked questions
Do institutions hold both NJAN and JUNW?
23 Form 13F filers report positions in both, out of 174 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%.