JAJL vs FEBT overlap
16 institutions report holding both JAJL and FEBT.
JAJLFEBT
Pick 2 to 4 ETFs.
We don’t have holdings for JAJL, FEBT. 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.
16
institutions report holding both, of 127 holding any
JAJL30.0% of its 13F dollars, 18.2% of its 88 holders
FEBT44.6% of its 13F dollars, 29.1% of its 55 holders
Largest institutions holding both
| Firm | JAJL | FEBT |
|---|---|---|
| AE Wealth Management LLC | $5.6M | $39.0M |
| Osaic Holdings, Inc. | $11.5M | $6.8M |
| Commonwealth Equity Services, LLC | $9.2M | $4.5M |
| Cambridge Investment Research Advisors, Inc. | $6.0M | $710K |
| LPL Financial LLC | $858K | $3.8M |
| Susquehanna International Group, LLP | $2.0M | $1.6M |
| Envestnet Asset Management Inc. | $2.1M | $1.1M |
| Cetera Investment Advisers | $1.2M | $1.4M |
| Raymond James Financial Inc. | $662K | $1.8M |
| Kestra Advisory Services, LLC | $1.5M | $214K |
| Harbour Investments, Inc. | $783K | $484K |
| Independent Financial Group, LLC | $436K | $268K |
| Accurate Wealth Management, LLC | $201K | $223K |
| IFP Advisors, Inc | $216K | $6K |
| CoreCap Advisors, LLC | $185K | $4K |
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: JAJL institutional holders, FEBT institutional holders.
Frequently asked questions
Do institutions hold both JAJL and FEBT?
16 Form 13F filers report positions in both, out of 127 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%.