JANU vs FHDG overlap
8 institutions report holding both JANU and FHDG.
JANUFHDG
Pick 2 to 4 ETFs.
We don’t have holdings for JANU, FHDG. 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.
8
institutions report holding both, of 50 holding any
JANU27.8% of its 13F dollars, 26.7% of its 30 holders
FHDG23.1% of its 13F dollars, 28.6% of its 28 holders
Largest institutions holding both
| Firm | JANU | FHDG |
|---|---|---|
| RFG Advisory, LLC | $6.4M | $9.3M |
| Kestra Advisory Services, LLC | $4.3M | $1.6M |
| Susquehanna International Group, LLP | $2.3M | $1.0M |
| Commonwealth Equity Services, LLC | $1.1M | $258K |
| Creative Financial Designs Inc. | $1.2M | $22K |
| JPMorgan Chase & Co | $88K | $201K |
| Harbour Investments, Inc. | $176K | $89K |
| Osaic Holdings, Inc. | $140K | $37K |
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: JANU institutional holders, FHDG institutional holders.
Frequently asked questions
Do institutions hold both JANU and FHDG?
8 Form 13F filers report positions in both, out of 50 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%.