QFLR vs FJAN overlap
40 institutions report holding both QFLR and FJAN.
QFLRFJAN
Pick 2 to 4 ETFs.
We don’t have holdings for FJAN. 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.
40
institutions report holding both, of 227 holding any
QFLR51.7% of its 13F dollars, 37.0% of its 108 holders
FJAN53.8% of its 13F dollars, 25.2% of its 159 holders
Largest institutions holding both
| Firm | QFLR | FJAN |
|---|---|---|
| LPL Financial LLC | $59.0M | $16.0M |
| Envestnet Asset Management Inc. | $21.5M | $36.6M |
| Cetera Investment Advisers | $12.4M | $32.3M |
| Commonwealth Equity Services, LLC | $21.6M | $11.7M |
| Rockefeller Capital Management L.P. | $2.3M | $23.1M |
| Osaic Holdings, Inc. | $14.1M | $9.0M |
| Brookstone Capital Management | $4.9M | $16.0M |
| MML Investors Services, LLC | $5.8M | $12.1M |
| Assetmark, Inc. | $9K | $16.4M |
| AE Wealth Management LLC | $14.7M | $1.5M |
| Arax Advisory Partners | $1.3M | $10.5M |
| Cambridge Investment Research Advisors, Inc. | $4.5M | $6.4M |
| Kestra Advisory Services, LLC | $3.8M | $5.9M |
| Farther Finance Advisors, LLC | $7.0M | $335K |
| Clearstead Advisors, LLC | $5.0M | $527K |
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: QFLR institutional holders, FJAN institutional holders.
Frequently asked questions
Do institutions hold both QFLR and FJAN?
40 Form 13F filers report positions in both, out of 227 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%.