JHPI vs FIXT overlap
9 institutions report holding both JHPI and FIXT.
JHPIFIXT
Pick 2 to 4 ETFs.
We don’t have holdings for FIXT. 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.
9
institutions report holding both, of 69 holding any
JHPI25.4% of its 13F dollars, 16.4% of its 55 holders
FIXT67.5% of its 13F dollars, 39.1% of its 23 holders
Largest institutions holding both
| Firm | JHPI | FIXT |
|---|---|---|
| Morgan Stanley | $7K | $86.5M |
| LPL Financial LLC | $25.5M | $1.1M |
| Osaic Holdings, Inc. | $6.0M | $3.5M |
| Wells Fargo & Company | $45K | $8.0M |
| Envestnet Asset Management Inc. | $1.2M | $3.0M |
| Jones Financial Companies LLLP | $4.1M | $20K |
| Stifel Financial Corp. | $227K | $2.6M |
| Cambridge Investment Research Advisors, Inc. | $1.6M | $882K |
| NewEdge Advisors, LLC | $755K | $161K |
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: JHPI institutional holders, FIXT institutional holders.
Frequently asked questions
Do institutions hold both JHPI and FIXT?
9 Form 13F filers report positions in both, out of 69 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%.