PJUL vs BUFQ overlap
60 institutions report holding both PJUL and BUFQ.
PJULBUFQ
Pick 2 to 4 ETFs.
We don’t have holdings for PJUL. 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.
60
institutions report holding both, of 387 holding any
PJUL32.3% of its 13F dollars, 22.9% of its 262 holders
BUFQ64.9% of its 13F dollars, 32.4% of its 185 holders
Largest institutions holding both
| Firm | PJUL | BUFQ |
|---|---|---|
| LPL Financial LLC | $17.3M | $348.0M |
| Cetera Investment Advisers | $14.2M | $72.3M |
| Envestnet Asset Management Inc. | $23.1M | $57.0M |
| Osaic Holdings, Inc. | $19.4M | $42.8M |
| Commonwealth Equity Services, LLC | $31.1M | $29.9M |
| Raymond James Financial Inc. | $18.9M | $28.2M |
| Cambridge Investment Research Advisors, Inc. | $19.5M | $26.3M |
| NewEdge Advisors, LLC | $2.5M | $34.8M |
| MML Investors Services, LLC | $8.3M | $24.6M |
| Kestra Advisory Services, LLC | $16.5M | $11.0M |
| Integrated Wealth Concepts LLC | $487K | $19.9M |
| Truist Financial Corp. | $7.2M | $12.2M |
| Janney Montgomery Scott LLC | $14.2M | $4.7M |
| HighTower Advisors, LLC | $17.0M | $739K |
| Harbour Investments, Inc. | $1.9M | $15.2M |
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, BUFQ institutional holders.
Frequently asked questions
Do institutions hold both PJUL and BUFQ?
60 Form 13F filers report positions in both, out of 387 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%.