JAJL vs HOLA overlap
12 institutions report holding both JAJL and HOLA.
JAJLHOLA
Pick 2 to 4 ETFs.
We don’t have holdings for JAJL. 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.
12
institutions report holding both, of 128 holding any
JAJL24.7% of its 13F dollars, 13.6% of its 88 holders
HOLA22.4% of its 13F dollars, 23.1% of its 52 holders
Largest institutions holding both
| Firm | JAJL | HOLA |
|---|---|---|
| Osaic Holdings, Inc. | $11.5M | $4.8M |
| Commonwealth Equity Services, LLC | $9.2M | $1.9M |
| LPL Financial LLC | $858K | $9.2M |
| Merit Financial Group, LLC | $731K | $7.8M |
| Cambridge Investment Research Advisors, Inc. | $6.0M | $479K |
| Farther Finance Advisors, LLC | $1.3M | $4.0M |
| Cetera Investment Advisers | $1.2M | $2.8M |
| Envestnet Asset Management Inc. | $2.1M | $246K |
| Raymond James Financial Inc. | $662K | $666K |
| MML Investors Services, LLC | $598K | $323K |
| Ashton Thomas Private Wealth, LLC | $598K | $33K |
| IFP Advisors, Inc | $216K | $164K |
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, HOLA institutional holders.
Frequently asked questions
Do institutions hold both JAJL and HOLA?
12 Form 13F filers report positions in both, out of 128 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%.