PJAN vs BUFQ overlap
73 institutions report holding both PJAN and BUFQ.
PJANBUFQ
Pick 2 to 4 ETFs.
We don’t have holdings for PJAN. 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.
73
institutions report holding both, of 403 holding any
PJAN35.0% of its 13F dollars, 25.1% of its 291 holders
BUFQ69.3% of its 13F dollars, 39.5% of its 185 holders
Largest institutions holding both
| Firm | PJAN | BUFQ |
|---|---|---|
| LPL Financial LLC | $36.5M | $348.0M |
| Osaic Holdings, Inc. | $58.3M | $42.8M |
| Cetera Investment Advisers | $13.9M | $72.3M |
| Envestnet Asset Management Inc. | $23.4M | $57.0M |
| MML Investors Services, LLC | $33.2M | $24.6M |
| Commonwealth Equity Services, LLC | $26.2M | $29.9M |
| Raymond James Financial Inc. | $25.1M | $28.2M |
| Cambridge Investment Research Advisors, Inc. | $14.1M | $26.3M |
| NewEdge Advisors, LLC | $4.9M | $34.8M |
| Brookstone Capital Management | $33.3M | $2.2M |
| Kestra Advisory Services, LLC | $16.3M | $11.0M |
| Integrated Wealth Concepts LLC | $704K | $19.9M |
| Private Advisor Group, LLC | $256K | $19.1M |
| Truist Financial Corp. | $4.9M | $12.2M |
| Janney Montgomery Scott LLC | $12.3M | $4.7M |
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, BUFQ institutional holders.
Frequently asked questions
Do institutions hold both PJAN and BUFQ?
73 Form 13F filers report positions in both, out of 403 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%.