FJAN vs FFEB overlap
121 institutions report holding both FJAN and FFEB.
FJANFFEB
Pick 2 to 4 ETFs.
We don’t have holdings for FJAN, FFEB. 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.
121
institutions report holding both, of 223 holding any
FJAN84.7% of its 13F dollars, 76.1% of its 159 holders
FFEB77.4% of its 13F dollars, 65.4% of its 185 holders
Largest institutions holding both
| Firm | FJAN | FFEB |
|---|---|---|
| Envestnet Asset Management Inc. | $36.6M | $38.8M |
| Cetera Investment Advisers | $32.3M | $20.7M |
| Rockefeller Capital Management L.P. | $23.1M | $21.0M |
| Raymond James Financial Inc. | $14.1M | $19.3M |
| Assetmark, Inc. | $16.4M | $16.4M |
| Commonwealth Equity Services, LLC | $11.7M | $19.9M |
| LPL Financial LLC | $16.0M | $11.8M |
| REAP Financial Group, LLC | $6.5M | $14.9M |
| Brookstone Capital Management | $16.0M | $757K |
| Osaic Holdings, Inc. | $9.0M | $7.4M |
| MML Investors Services, LLC | $12.1M | $4.3M |
| Janney Montgomery Scott LLC | $13.6M | $1.9M |
| Atria Investments, Inc | $7.7M | $7.7M |
| Stephens Inc. | $6.4M | $7.7M |
| Kestra Advisory Services, LLC | $5.9M | $8.2M |
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: FJAN institutional holders, FFEB institutional holders.
Frequently asked questions
Do institutions hold both FJAN and FFEB?
121 Form 13F filers report positions in both, out of 223 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%.