JA vs IBTP overlap
JA and IBTP overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
These funds hold nothing in common.
Overlap by weight adds up the smaller weight of each holding the funds share, so 100% means identical portfolios. Long securities only: derivatives and cash vehicles are left out. Sources: JA, SEC Form N-PORT, July 31, 2026; IBTP, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | JA | IBTP |
|---|---|---|
| UBS Group AG | $2K | $3.4M |
| Royal Bank of Canada | $150K | $3.2M |
| Goldman Sachs Group Inc. | $793K | $808K |
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: JA institutional holders, IBTP institutional holders.
Frequently asked questions
How much do JA and IBTP overlap?
0.0% by weight, with 0 holdings in common, using holdings for JA as of July 31, 2026 and IBTP as of July 31, 2026.
Do institutions hold both JA and IBTP?
3 Form 13F filers report positions in both, out of 70 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%.