JANT vs BSTP overlap
14 institutions report holding both JANT and BSTP.
JANTBSTP
Pick 2 to 4 ETFs.
We don’t have holdings for JANT, BSTP. 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.
14
institutions report holding both, of 69 holding any
JANT52.4% of its 13F dollars, 31.8% of its 44 holders
BSTP39.4% of its 13F dollars, 35.9% of its 39 holders
Largest institutions holding both
| Firm | JANT | BSTP |
|---|---|---|
| Osaic Holdings, Inc. | $4.9M | $4.7M |
| Cetera Investment Advisers | $2.5M | $3.6M |
| Commonwealth Equity Services, LLC | $4.5M | $1.6M |
| Susquehanna International Group, LLP | $1.8M | $2.1M |
| LPL Financial LLC | $3.2M | $606K |
| Nations Financial Group Inc., /IA/ | $461K | $3.1M |
| Old Mission Capital LLC | $1.9M | $430K |
| JPMorgan Chase & Co | $1.4M | $214K |
| Envestnet Asset Management Inc. | $503K | $868K |
| Kestra Advisory Services, LLC | $676K | $230K |
| Blue Bell Private Wealth Management, LLC | $878K | $2K |
| AE Wealth Management LLC | $451K | $1K |
| IFP Advisors, Inc | $17K | $236 |
| DHJJ Financial Advisors, Ltd. | $441 | $394 |
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, BSTP institutional holders.
Frequently asked questions
Do institutions hold both JANT and BSTP?
14 Form 13F filers report positions in both, out of 69 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%.