NJUL vs DSEP overlap
33 institutions report holding both NJUL and DSEP.
NJULDSEP
Pick 2 to 4 ETFs.
We don’t have holdings for NJUL, DSEP. 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.
33
institutions report holding both, of 192 holding any
NJUL58.7% of its 13F dollars, 28.4% of its 116 holders
DSEP46.5% of its 13F dollars, 30.3% of its 109 holders
Largest institutions holding both
| Firm | NJUL | DSEP |
|---|---|---|
| Osaic Holdings, Inc. | $16.5M | $3.9M |
| Envestnet Asset Management Inc. | $1.5M | $17.5M |
| Commonwealth Equity Services, LLC | $10.0M | $4.2M |
| Cetera Investment Advisers | $5.8M | $6.4M |
| Cambridge Investment Research Advisors, Inc. | $8.4M | $1.6M |
| Kestra Advisory Services, LLC | $3.9M | $6.0M |
| LPL Financial LLC | $5.6M | $3.7M |
| Truist Financial Corp. | $6.1M | $2.8M |
| Raymond James Financial Inc. | $4.0M | $3.5M |
| HighTower Advisors, LLC | $6.7M | $445K |
| Janney Montgomery Scott LLC | $6.6M | $227K |
| MML Investors Services, LLC | $1.2M | $5.5M |
| Founders Financial Securities LLC | $362K | $3.9M |
| Harbour Investments, Inc. | $113K | $2.6M |
| Wealth Enhancement Advisory Services, LLC | $2.0M | $563K |
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: NJUL institutional holders, DSEP institutional holders.
Frequently asked questions
Do institutions hold both NJUL and DSEP?
33 Form 13F filers report positions in both, out of 192 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%.