JIII vs BTAL overlap

JIII and BTAL overlap 0.0% by weight, across 0 shared holdings.

JIIIBTAL

Pick 2 to 4 ETFs.

0.0%

overlap by weight, across 0 shared holdings

JIII0.0% of the fund is in shared holdings, of 448

BTAL0.0% of the fund is in shared holdings, of 201

Top shared holdings

These funds hold nothing in common.

Overlap by weight adds up the smaller weight of each holding the funds share, so 100% means identical portfolios. Long securities only: derivatives and cash vehicles are left out. Sources: JIII, SEC Form N-PORT, July 31, 2026; BTAL, SEC Form N-PORT, June 30, 2026.

institutions report holding both, of 108 holding any

JIII7.2% of its 13F dollars, 21.1% of its 19 holders

BTAL2.3% of its 13F dollars, 4.3% of its 93 holders

Largest institutions holding both

Firm	JIII	BTAL
LPL Financial LLC	$10.4M	$1.2M
Jane Street Group, LLC	$1.8M	$2.7M
Envestnet Asset Management Inc.	$552K	$158K
Farther Finance Advisors, LLC	$9K	$45K

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: JIII institutional holders, BTAL institutional holders.

Frequently asked questions

How much do JIII and BTAL overlap?

0.0% by weight, with 0 holdings in common, using holdings for JIII as of July 31, 2026 and BTAL as of June 30, 2026.

Do institutions hold both JIII and BTAL?

4 Form 13F filers report positions in both, out of 108 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%.