PJUL vs BUFC overlap
11 institutions report holding both PJUL and BUFC.
PJULBUFC
Pick 2 to 4 ETFs.
We don’t have holdings for PJUL, 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.
11
institutions report holding both, of 271 holding any
PJUL23.9% of its 13F dollars, 4.2% of its 262 holders
BUFC98.7% of its 13F dollars, 55.0% of its 20 holders
Largest institutions holding both
| Firm | PJUL | BUFC |
|---|---|---|
| Alliancebernstein L.P. | $155.1M | $812.1M |
| HighTower Advisors, LLC | $17.0M | $2.9M |
| LPL Financial LLC | $17.3M | $372K |
| Susquehanna International Group, LLP | $616K | $7.0M |
| Cresset Asset Management, LLC | $5.6M | $2.0M |
| Pathstone Holdings, LLC | $3.5M | $449K |
| NewEdge Advisors, LLC | $2.5M | $268K |
| AE Wealth Management LLC | $1.7M | $31K |
| Ausdal Financial Partners, Inc. | $288K | $972K |
| Morgan Stanley | $46K | $1.1M |
| Northwestern Mutual Wealth Management Co | $5K | $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: PJUL institutional holders, BUFC institutional holders.
Frequently asked questions
Do institutions hold both PJUL and BUFC?
11 Form 13F filers report positions in both, out of 271 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%.