JDST vs EFO overlap
1 institutions report holding both JDST and EFO.
JDSTEFO
Pick 2 to 4 ETFs.
We don’t have holdings for JDST. 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.
1
institutions report holding both, of 21 holding any
JDST8.7% of its 13F dollars, 7.1% of its 14 holders
EFO21.1% of its 13F dollars, 12.5% of its 8 holders
Largest institutions holding both
| Firm | JDST | EFO |
|---|---|---|
| Susquehanna International Group, LLP | $740K | $1.8M |
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: JDST institutional holders, EFO institutional holders.
Frequently asked questions
Do institutions hold both JDST and EFO?
1 Form 13F filers report positions in both, out of 21 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%.