CHAT vs AMJB overlap
30 institutions report holding both CHAT and AMJB.
CHATAMJB
Pick 2 to 4 ETFs.
We don’t have holdings for AMJB. 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.
30
institutions report holding both, of 257 holding any
CHAT26.7% of its 13F dollars, 13.9% of its 215 holders
AMJB37.3% of its 13F dollars, 41.7% of its 72 holders
Largest institutions holding both
| Firm | CHAT | AMJB |
|---|---|---|
| LPL Financial LLC | $65.9M | $18.3M |
| JPMorgan Chase & Co | $126K | $65.7M |
| Equitable Holdings, Inc. | $2.2M | $47.6M |
| Susquehanna International Group, LLP | $10.0M | $1.5M |
| Goldman Sachs Group Inc. | $336K | $10.8M |
| Janney Montgomery Scott LLC | $8.2M | $371K |
| Cambridge Investment Research Advisors, Inc. | $7.4M | $804K |
| Osaic Holdings, Inc. | $6.0M | $153K |
| UBS Group AG | $3.4M | $2.1M |
| United Capital Financial Advisors, LLC | $769K | $3.2M |
| Morgan Stanley | $899K | $2.2M |
| HighTower Advisors, LLC | $1.5M | $1.4M |
| Creative Planning | $1.4M | $848K |
| Elequin Capital, LP | $2.1M | $118K |
| Kestra Advisory Services, LLC | $442K | $1.2M |
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: CHAT institutional holders, AMJB institutional holders.
Frequently asked questions
Do institutions hold both CHAT and AMJB?
30 Form 13F filers report positions in both, out of 257 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%.