JANT vs FEBU overlap
10 institutions report holding both JANT and FEBU.
JANTFEBU
Pick 2 to 4 ETFs.
We don’t have holdings for JANT, FEBU. 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.
10
institutions report holding both, of 55 holding any
JANT49.9% of its 13F dollars, 22.7% of its 44 holders
FEBU45.1% of its 13F dollars, 47.6% of its 21 holders
Largest institutions holding both
| Firm | JANT | FEBU |
|---|---|---|
| Allianz SE | $110K | $15.2M |
| Commonwealth Equity Services, LLC | $4.5M | $747K |
| Osaic Holdings, Inc. | $4.9M | $56K |
| Farther Finance Advisors, LLC | $4.0M | $296K |
| LPL Financial LLC | $3.2M | $320K |
| Cetera Investment Advisers | $2.5M | $245K |
| Kestra Advisory Services, LLC | $676K | $2.0M |
| Susquehanna International Group, LLP | $1.8M | $684K |
| Harbour Investments, Inc. | $421K | $358K |
| IFP Advisors, Inc | $17K | $16K |
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, FEBU institutional holders.
Frequently asked questions
Do institutions hold both JANT and FEBU?
10 Form 13F filers report positions in both, out of 55 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%.