JTEK vs DFAR overlap
JTEK and DFAR overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
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: JTEK, SEC Form N-PORT, June 30, 2026; DFAR, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | JTEK | DFAR |
|---|---|---|
| JPMorgan Chase & Co | $410.3M | $251K |
| Focus Partners Wealth | $671K | $88.1M |
| HighTower Advisors, LLC | $2.6M | $71.2M |
| LPL Financial LLC | $58.7M | $10.8M |
| Royal Bank of Canada | $59.6M | $2.2M |
| UBS Group AG | $46.1M | $52 |
| Morgan Stanley | $37.1M | $21K |
| Raymond James Financial Inc. | $25.7M | $11.0M |
| Envestnet Asset Management Inc. | $24.7M | $4.6M |
| Kestra Advisory Services, LLC | $25.0M | $1.4M |
| Beacon Pointe Advisors, LLC | $1.4M | $24.5M |
| MML Investors Services, LLC | $17.8M | $4.1M |
| Cambridge Investment Research Advisors, Inc. | $8.1M | $9.6M |
| Commonwealth Equity Services, LLC | $14.4M | $2.4M |
| Osaic Holdings, Inc. | $12.0M | $3.2M |
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: JTEK institutional holders, DFAR institutional holders.
Frequently asked questions
How much do JTEK and DFAR overlap?
0.0% by weight, with 0 holdings in common, using holdings for JTEK as of June 30, 2026 and DFAR as of July 31, 2026.
Do institutions hold both JTEK and DFAR?
49 Form 13F filers report positions in both, out of 432 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%.