PJUL vs FHEQ overlap
28 institutions report holding both PJUL and FHEQ.
PJULFHEQ
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.
28
institutions report holding both, of 294 holding any
PJUL27.1% of its 13F dollars, 10.7% of its 262 holders
FHEQ15.9% of its 13F dollars, 46.7% of its 60 holders
Largest institutions holding both
| Firm | PJUL | FHEQ |
|---|---|---|
| Cetera Investment Advisers | $14.2M | $34.7M |
| Commonwealth Equity Services, LLC | $31.1M | $13.7M |
| Envestnet Asset Management Inc. | $23.1M | $15.2M |
| Cambridge Investment Research Advisors, Inc. | $19.5M | $6.3M |
| MML Investors Services, LLC | $8.3M | $15.9M |
| Raymond James Financial Inc. | $18.9M | $5.2M |
| HighTower Advisors, LLC | $17.0M | $6.6M |
| Osaic Holdings, Inc. | $19.4M | $3.3M |
| LPL Financial LLC | $17.3M | $5.1M |
| Kestra Advisory Services, LLC | $16.5M | $5.6M |
| Truist Financial Corp. | $7.2M | $7.4M |
| Beacon Pointe Advisors, LLC | $9.0M | $319K |
| MBL Wealth, LLC | $6.9M | $315K |
| Brookstone Capital Management | $5.7M | $787K |
| CRA Financial Services, LLC | $3.3M | $1.1M |
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, FHEQ institutional holders.
Frequently asked questions
Do institutions hold both PJUL and FHEQ?
28 Form 13F filers report positions in both, out of 294 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%.