JTNY vs IBGA overlap
2 institutions report holding both JTNY and IBGA.
JTNYIBGA
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.
2
institutions report holding both, of 44 holding any
JTNY0.5% of its 13F dollars, 5.3% of its 38 holders
IBGA0.5% of its 13F dollars, 25.0% of its 8 holders
Largest institutions holding both
| Firm | JTNY | IBGA |
|---|---|---|
| Royal Bank of Canada | $141K | $287K |
| Osaic Holdings, Inc. | $290K | $125K |
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, IBGA institutional holders.
Frequently asked questions
Do institutions hold both JTNY and IBGA?
2 Form 13F filers report positions in both, out of 44 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%.