PJUL vs PJAN overlap
199 institutions report holding both PJUL and PJAN.
PJULPJAN
Pick 2 to 4 ETFs.
We don’t have holdings for PJUL, 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.
199
institutions report holding both, of 354 holding any
PJUL94.2% of its 13F dollars, 76.0% of its 262 holders
PJAN92.1% of its 13F dollars, 68.4% of its 291 holders
Largest institutions holding both
| Firm | PJUL | PJAN |
|---|---|---|
| Alliancebernstein L.P. | $155.1M | $169.0M |
| Penserra Capital Management LLC | $72.9M | $73.5M |
| Osaic Holdings, Inc. | $19.4M | $58.3M |
| Commonwealth Equity Services, LLC | $31.1M | $26.2M |
| Blair William & Co | $26.1M | $29.3M |
| LPL Financial LLC | $17.3M | $36.5M |
| Envestnet Asset Management Inc. | $23.1M | $23.4M |
| Focus Partners Wealth | $21.5M | $23.5M |
| Raymond James Financial Inc. | $18.9M | $25.1M |
| MML Investors Services, LLC | $8.3M | $33.2M |
| Brookstone Capital Management | $5.7M | $33.3M |
| Cambridge Investment Research Advisors, Inc. | $19.5M | $14.1M |
| Kestra Advisory Services, LLC | $16.5M | $16.3M |
| Mutual Advisors, LLC | $1.2M | $28.7M |
| Cetera Investment Advisers | $14.2M | $13.9M |
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, PJAN institutional holders.
Frequently asked questions
Do institutions hold both PJUL and PJAN?
199 Form 13F filers report positions in both, out of 354 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%.