NJUL vs NAPR overlap
74 institutions report holding both NJUL and NAPR.
NJULNAPR
Pick 2 to 4 ETFs.
We don’t have holdings for NJUL, NAPR. 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.
74
institutions report holding both, of 150 holding any
NJUL88.4% of its 13F dollars, 63.8% of its 116 holders
NAPR86.7% of its 13F dollars, 68.5% of its 108 holders
Largest institutions holding both
| Firm | NJUL | NAPR |
|---|---|---|
| Osaic Holdings, Inc. | $16.5M | $17.2M |
| Allworth Financial LP | $190K | $17.4M |
| Commonwealth Equity Services, LLC | $10.0M | $5.9M |
| Cambridge Investment Research Advisors, Inc. | $8.4M | $7.6M |
| Janney Montgomery Scott LLC | $6.6M | $6.9M |
| Raymond James Financial Inc. | $4.0M | $8.3M |
| LPL Financial LLC | $5.6M | $6.5M |
| Cetera Investment Advisers | $5.8M | $4.6M |
| Truist Financial Corp. | $6.1M | $2.3M |
| HighTower Advisors, LLC | $6.7M | $777K |
| Kestra Advisory Services, LLC | $3.9M | $3.0M |
| MAI Capital Management | $2.6M | $4.1M |
| Principal Securities, Inc. | $5.8M | $268K |
| Tradition Wealth Management, LLC | $363K | $5.5M |
| BIP Wealth, LLC | $3.3M | $2.6M |
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: NJUL institutional holders, NAPR institutional holders.
Frequently asked questions
Do institutions hold both NJUL and NAPR?
74 Form 13F filers report positions in both, out of 150 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%.