JANI vs DDTO overlap
4 institutions report holding both JANI and DDTO.
JANIDDTO
Pick 2 to 4 ETFs.
We don’t have holdings for JANI, DDTO. 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.
4
institutions report holding both, of 30 holding any
JANI16.5% of its 13F dollars, 30.8% of its 13 holders
DDTO37.4% of its 13F dollars, 19.1% of its 21 holders
Largest institutions holding both
| Firm | JANI | DDTO |
|---|---|---|
| Commonwealth Equity Services, LLC | $1.1M | $2.8M |
| Old Mission Capital LLC | $360K | $489K |
| Susquehanna International Group, LLP | $227K | $544K |
| IFP Advisors, Inc | $28K | $108K |
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: JANI institutional holders, DDTO institutional holders.
Frequently asked questions
Do institutions hold both JANI and DDTO?
4 Form 13F filers report positions in both, out of 30 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%.