JANH vs DDTA overlap
3 institutions report holding both JANH and DDTA.
JANHDDTA
Pick 2 to 4 ETFs.
We don’t have holdings for JANH, DDTA. 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.
3
institutions report holding both, of 27 holding any
JANH34.8% of its 13F dollars, 13.6% of its 22 holders
DDTA11.7% of its 13F dollars, 37.5% of its 8 holders
Largest institutions holding both
| Firm | JANH | DDTA |
|---|---|---|
| Commonwealth Equity Services, LLC | $2.1M | $466K |
| Old Mission Capital LLC | $652K | $413K |
| UBS Group AG | $67K | $9K |
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, DDTA institutional holders.
Frequently asked questions
Do institutions hold both JANH and DDTA?
3 Form 13F filers report positions in both, out of 27 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%.