JANH vs CPNQ overlap
7 institutions report holding both JANH and CPNQ.
JANHCPNQ
Pick 2 to 4 ETFs.
We don’t have holdings for JANH, CPNQ. 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.
7
institutions report holding both, of 36 holding any
JANH44.3% of its 13F dollars, 31.8% of its 22 holders
CPNQ47.8% of its 13F dollars, 33.3% of its 21 holders
Largest institutions holding both
| Firm | JANH | CPNQ |
|---|---|---|
| Commonwealth Equity Services, LLC | $2.1M | $1.2M |
| Harbour Investments, Inc. | $18K | $1.6M |
| Old Mission Capital LLC | $652K | $480K |
| Susquehanna International Group, LLP | $494K | $254K |
| Capital Analysts, LLC | $241K | $479K |
| UBS Group AG | $67K | $3K |
| Osaic Holdings, Inc. | $3K | $23K |
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: JANH institutional holders, CPNQ institutional holders.
Frequently asked questions
Do institutions hold both JANH and CPNQ?
7 Form 13F filers report positions in both, out of 36 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%.