JCAL vs IDNA overlap
17 institutions report holding both JCAL and IDNA.
JCALIDNA
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.
17
institutions report holding both, of 79 holding any
JCAL36.1% of its 13F dollars, 56.7% of its 30 holders
IDNA46.1% of its 13F dollars, 25.8% of its 66 holders
Largest institutions holding both
| Firm | JCAL | IDNA |
|---|---|---|
| UBS Group AG | $121K | $16.7M |
| LPL Financial LLC | $6.5M | $2.4M |
| Jones Financial Companies LLLP | $6.8M | $813K |
| Ameriprise Financial Inc. | $2.5M | $3.7M |
| Jane Street Group, LLC | $822K | $3.9M |
| Envestnet Asset Management Inc. | $3.4M | $679K |
| Wells Fargo & Company | $705K | $3.2M |
| Northwestern Mutual Wealth Management Co | $3.5M | $17K |
| Raymond James Financial Inc. | $762K | $2.5M |
| Morgan Stanley | $51K | $2.7M |
| Wealth Enhancement Advisory Services, LLC | $2.1M | $725K |
| Goldman Sachs Group Inc. | $1.6M | $629K |
| MML Investors Services, LLC | $1.3M | $552K |
| Osaic Holdings, Inc. | $570K | $533K |
| Citadel Advisors LLC | $316K | $724K |
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, IDNA institutional holders.
Frequently asked questions
Do institutions hold both JCAL and IDNA?
17 Form 13F filers report positions in both, out of 79 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%.