JOJO vs IWMY overlap
0 institutions report holding both JOJO and IWMY.
JOJOIWMY
Pick 2 to 4 ETFs.
We don’t have holdings for IWMY. 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.
0
institutions report holding both, of 17 holding any
JOJO0.0% of its 13F dollars, 0.0% of its 5 holders
IWMY0.0% of its 13F dollars, 0.0% of its 12 holders
Largest institutions holding both
No 13F filer reports holding both.
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: JOJO institutional holders, IWMY institutional holders.
Frequently asked questions
Do institutions hold both JOJO and IWMY?
0 Form 13F filers report positions in both, out of 17 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%.