JANT vs DDTL overlap
11 institutions report holding both JANT and DDTL.
JANTDDTL
Pick 2 to 4 ETFs.
We don’t have holdings for JANT, DDTL. 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.
11
institutions report holding both, of 70 holding any
JANT47.1% of its 13F dollars, 25.0% of its 44 holders
DDTL27.9% of its 13F dollars, 29.7% of its 37 holders
Largest institutions holding both
| Firm | JANT | DDTL |
|---|---|---|
| Commonwealth Equity Services, LLC | $4.5M | $8.2M |
| Osaic Holdings, Inc. | $4.9M | $208K |
| Farther Finance Advisors, LLC | $4.0M | $64K |
| Centaurus Financial, Inc. | $847K | $2.5M |
| Cetera Investment Advisers | $2.5M | $443K |
| Susquehanna International Group, LLP | $1.8M | $458K |
| JPMorgan Chase & Co | $1.4M | $22K |
| Harbour Investments, Inc. | $421K | $99K |
| AE Wealth Management LLC | $451K | $13K |
| IFP Advisors, Inc | $17K | $291K |
| DHJJ Financial Advisors, Ltd. | $441 | $45K |
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, DDTL institutional holders.
Frequently asked questions
Do institutions hold both JANT and DDTL?
11 Form 13F filers report positions in both, out of 70 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%.