PJAN vs BUFC overlap
13 institutions report holding both PJAN and BUFC.
PJANBUFC
Pick 2 to 4 ETFs.
We don’t have holdings for PJAN, BUFC. 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.
13
institutions report holding both, of 298 holding any
PJAN21.2% of its 13F dollars, 4.5% of its 291 holders
BUFC99.0% of its 13F dollars, 65.0% of its 20 holders
Largest institutions holding both
| Firm | PJAN | BUFC |
|---|---|---|
| Alliancebernstein L.P. | $169.0M | $812.1M |
| LPL Financial LLC | $36.5M | $372K |
| Susquehanna International Group, LLP | $3.3M | $7.0M |
| HighTower Advisors, LLC | $7.4M | $2.9M |
| Cresset Asset Management, LLC | $5.0M | $2.0M |
| Pathstone Holdings, LLC | $5.0M | $449K |
| NewEdge Advisors, LLC | $4.9M | $268K |
| Quantinno Capital Management LP | $2.3M | $2.3M |
| AE Wealth Management LLC | $2.2M | $31K |
| Old Mission Capital LLC | $1.7M | $225K |
| Ausdal Financial Partners, Inc. | $307K | $972K |
| Morgan Stanley | $101K | $1.1M |
| Northwestern Mutual Wealth Management Co | $21K | $42K |
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: PJAN institutional holders, BUFC institutional holders.
Frequently asked questions
Do institutions hold both PJAN and BUFC?
13 Form 13F filers report positions in both, out of 298 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%.