JAJL vs FEBW overlap
21 institutions report holding both JAJL and FEBW.
JAJLFEBW
Pick 2 to 4 ETFs.
We don’t have holdings for JAJL, FEBW. 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.
21
institutions report holding both, of 133 holding any
JAJL32.4% of its 13F dollars, 23.9% of its 88 holders
FEBW63.0% of its 13F dollars, 31.8% of its 66 holders
Largest institutions holding both
| Firm | JAJL | FEBW |
|---|---|---|
| AE Wealth Management LLC | $5.6M | $33.3M |
| Osaic Holdings, Inc. | $11.5M | $9.0M |
| Commonwealth Equity Services, LLC | $9.2M | $8.6M |
| LPL Financial LLC | $858K | $10.4M |
| Kestra Advisory Services, LLC | $1.5M | $9.7M |
| Cambridge Investment Research Advisors, Inc. | $6.0M | $2.0M |
| Raymond James Financial Inc. | $662K | $3.8M |
| Cetera Investment Advisers | $1.2M | $2.6M |
| Susquehanna International Group, LLP | $2.0M | $1.7M |
| Envestnet Asset Management Inc. | $2.1M | $1.0M |
| World Investment Advisors | $988K | $2.0M |
| Harbour Investments, Inc. | $783K | $2.0M |
| Farther Finance Advisors, LLC | $1.3M | $853K |
| MML Investors Services, LLC | $598K | $525K |
| Independent Financial Group, LLC | $436K | $657K |
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, FEBW institutional holders.
Frequently asked questions
Do institutions hold both JAJL and FEBW?
21 Form 13F filers report positions in both, out of 133 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%.