CBTJ vs APRJ overlap
8 institutions report holding both CBTJ and APRJ.
CBTJAPRJ
Pick 2 to 4 ETFs.
We don’t have holdings for CBTJ, APRJ. 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.
8
institutions report holding both, of 40 holding any
CBTJ18.4% of its 13F dollars, 34.8% of its 23 holders
APRJ23.5% of its 13F dollars, 32.0% of its 25 holders
Largest institutions holding both
| Firm | CBTJ | APRJ |
|---|---|---|
| Susquehanna International Group, LLP | $2.5M | $1.2M |
| Harbour Investments, Inc. | $7K | $2.2M |
| Jane Street Group, LLC | $512K | $407K |
| Osaic Holdings, Inc. | $17K | $131K |
| IFP Advisors, Inc | $95K | $4K |
| Farther Finance Advisors, LLC | $17K | $941 |
| UBS Group AG | $4K | $5K |
| DHJJ Financial Advisors, Ltd. | $173 | $5K |
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: CBTJ institutional holders, APRJ institutional holders.
Frequently asked questions
Do institutions hold both CBTJ and APRJ?
8 Form 13F filers report positions in both, out of 40 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%.