JANT vs APOC overlap
17 institutions report holding both JANT and APOC.
JANTAPOC
Pick 2 to 4 ETFs.
We don’t have holdings for JANT, APOC. 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.
17
institutions report holding both, of 79 holding any
JANT51.3% of its 13F dollars, 38.6% of its 44 holders
APOC27.6% of its 13F dollars, 32.7% of its 52 holders
Largest institutions holding both
| Firm | JANT | APOC |
|---|---|---|
| Osaic Holdings, Inc. | $4.9M | $5.2M |
| Commonwealth Equity Services, LLC | $4.5M | $1000K |
| Cetera Investment Advisers | $2.5M | $843K |
| Old Mission Capital LLC | $1.9M | $621K |
| Susquehanna International Group, LLP | $1.8M | $727K |
| Raymond James Financial Inc. | $1.7M | $724K |
| Centaurus Financial, Inc. | $847K | $826K |
| Independent Financial Group, LLC | $584K | $837K |
| JPMorgan Chase & Co | $1.4M | $2K |
| Cambridge Investment Research Advisors, Inc. | $696K | $484K |
| Kestra Advisory Services, LLC | $676K | $282K |
| Harbour Investments, Inc. | $421K | $261K |
| AE Wealth Management LLC | $451K | $54K |
| Accurate Wealth Management, LLC | $272K | $204K |
| IFP Advisors, Inc | $17K | $274K |
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: JANT institutional holders, APOC institutional holders.
Frequently asked questions
Do institutions hold both JANT and APOC?
17 Form 13F filers report positions in both, out of 79 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%.