JAJL vs IOCT overlap
28 institutions report holding both JAJL and IOCT.
JAJLIOCT
Pick 2 to 4 ETFs.
We don’t have holdings for JAJL, IOCT. 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.
28
institutions report holding both, of 157 holding any
JAJL41.3% of its 13F dollars, 31.8% of its 88 holders
IOCT38.0% of its 13F dollars, 28.9% of its 97 holders
Largest institutions holding both
| Firm | JAJL | IOCT |
|---|---|---|
| Commonwealth Equity Services, LLC | $9.2M | $15.8M |
| Osaic Holdings, Inc. | $11.5M | $4.7M |
| HighTower Advisors, LLC | $6.3M | $2.2M |
| IFP Advisors, Inc | $216K | $8.0M |
| Cambridge Investment Research Advisors, Inc. | $6.0M | $640K |
| Triad Wealth Partners, LLC | $4.3M | $1.6M |
| AE Wealth Management LLC | $5.6M | $96K |
| Cetera Investment Advisers | $1.2M | $2.6M |
| Envestnet Asset Management Inc. | $2.1M | $1.6M |
| Kestra Advisory Services, LLC | $1.5M | $1.7M |
| Principal Securities, Inc. | $222K | $2.6M |
| Susquehanna International Group, LLP | $2.0M | $514K |
| BFI Wealth Solutions, LLC | $494K | $1.9M |
| LPL Financial LLC | $858K | $1.5M |
| Signal Advisors Wealth, LLC | $386K | $2.0M |
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, IOCT institutional holders.
Frequently asked questions
Do institutions hold both JAJL and IOCT?
28 Form 13F filers report positions in both, out of 157 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%.