JANJ vs IBFR overlap
3 institutions report holding both JANJ and IBFR.
JANJIBFR
Pick 2 to 4 ETFs.
We don’t have holdings for JANJ, IBFR. 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 18 holding any
JANJ0.6% of its 13F dollars, 23.1% of its 13 holders
IBFR0.9% of its 13F dollars, 37.5% of its 8 holders
Largest institutions holding both
| Firm | JANJ | IBFR |
|---|---|---|
| Steward Partners Investment Advisory, LLC | $25K | $25K |
| Harbour Investments, Inc. | $6K | $16K |
| IFP Advisors, Inc | $247 | $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: JANJ institutional holders, IBFR institutional holders.
Frequently asked questions
Do institutions hold both JANJ and IBFR?
3 Form 13F filers report positions in both, out of 18 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%.