NJUL vs GAPR overlap
43 institutions report holding both NJUL and GAPR.
NJULGAPR
Pick 2 to 4 ETFs.
We don’t have holdings for NJUL, GAPR. 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.
43
institutions report holding both, of 185 holding any
NJUL66.0% of its 13F dollars, 37.1% of its 116 holders
GAPR61.5% of its 13F dollars, 38.4% of its 112 holders
Largest institutions holding both
| Firm | NJUL | GAPR |
|---|---|---|
| Osaic Holdings, Inc. | $16.5M | $7.6M |
| Raymond James Financial Inc. | $4.0M | $14.3M |
| Kestra Advisory Services, LLC | $3.9M | $11.3M |
| Commonwealth Equity Services, LLC | $10.0M | $4.7M |
| Cetera Investment Advisers | $5.8M | $8.0M |
| Truist Financial Corp. | $6.1M | $7.1M |
| LPL Financial LLC | $5.6M | $7.1M |
| HighTower Advisors, LLC | $6.7M | $4.2M |
| Envestnet Asset Management Inc. | $1.5M | $8.6M |
| Cambridge Investment Research Advisors, Inc. | $8.4M | $812K |
| Janney Montgomery Scott LLC | $6.6M | $652K |
| MAI Capital Management | $2.6M | $970K |
| BIP Wealth, LLC | $3.3M | $244K |
| Diligent Investors, LLC | $2.1M | $266K |
| Wealth Enhancement Advisory Services, LLC | $2.0M | $252K |
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, GAPR institutional holders.
Frequently asked questions
Do institutions hold both NJUL and GAPR?
43 Form 13F filers report positions in both, out of 185 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%.