JCAL vs DSMC overlap
5 institutions report holding both JCAL and DSMC.
JCALDSMC
Pick 2 to 4 ETFs.
We don’t have holdings for JCAL. 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.
5
institutions report holding both, of 55 holding any
JCAL9.3% of its 13F dollars, 16.7% of its 30 holders
DSMC0.8% of its 13F dollars, 16.7% of its 30 holders
Largest institutions holding both
| Firm | JCAL | DSMC |
|---|---|---|
| LPL Financial LLC | $6.5M | $722K |
| Wells Fargo & Company | $705K | $3K |
| Osaic Holdings, Inc. | $570K | $3K |
| UBS Group AG | $121K | $81 |
| Morgan Stanley | $51K | $44 |
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: JCAL institutional holders, DSMC institutional holders.
Frequently asked questions
Do institutions hold both JCAL and DSMC?
5 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%.