JTNY vs GRNB overlap
15 institutions report holding both JTNY and GRNB.
JTNYGRNB
Pick 2 to 4 ETFs.
We don’t have holdings for JTNY. 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.
15
institutions report holding both, of 100 holding any
JTNY25.8% of its 13F dollars, 39.5% of its 38 holders
GRNB31.8% of its 13F dollars, 19.5% of its 77 holders
Largest institutions holding both
| Firm | JTNY | GRNB |
|---|---|---|
| LPL Financial LLC | $7.9M | $22.8M |
| Kestra Advisory Services, LLC | $8.4M | $323K |
| Commonwealth Equity Services, LLC | $2.5M | $594K |
| Raymond James Financial Inc. | $564K | $995K |
| UBS Group AG | $218K | $1.3M |
| Cambridge Investment Research Advisors, Inc. | $314K | $1.1M |
| Wells Fargo & Company | $1.1M | $11 |
| Osaic Holdings, Inc. | $290K | $669K |
| Private Advisor Group, LLC | $521K | $260K |
| Cetera Investment Advisers | $383K | $392K |
| Envestnet Asset Management Inc. | $335K | $375K |
| Citadel Advisors LLC | $276K | $249K |
| Morgan Stanley | $209K | $51K |
| Royal Bank of Canada | $141K | $63K |
| Flagship Wealth Advisors, LLC | $36K | $29K |
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: JTNY institutional holders, GRNB institutional holders.
Frequently asked questions
Do institutions hold both JTNY and GRNB?
15 Form 13F filers report positions in both, out of 100 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%.