JANP vs INOV overlap
5 institutions report holding both JANP and INOV.
JANPINOV
Pick 2 to 4 ETFs.
We don’t have holdings for JANP, INOV. 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.
5
institutions report holding both, of 58 holding any
JANP8.1% of its 13F dollars, 31.3% of its 16 holders
INOV17.6% of its 13F dollars, 10.6% of its 47 holders
Largest institutions holding both
| Firm | JANP | INOV |
|---|---|---|
| Commonwealth Equity Services, LLC | $1.4M | $2.2M |
| Susquehanna International Group, LLP | $724K | $2.5M |
| Kestra Advisory Services, LLC | $300K | $1.2M |
| Cypress Financial Planning LLC | $493K | $344K |
| DHJJ Financial Advisors, Ltd. | $121K | $407K |
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: JANP institutional holders, INOV institutional holders.
Frequently asked questions
Do institutions hold both JANP and INOV?
5 Form 13F filers report positions in both, out of 58 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%.