JTNY vs IBIE overlap
8 institutions report holding both JTNY and IBIE.
JTNYIBIE
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.
8
institutions report holding both, of 68 holding any
JTNY16.2% of its 13F dollars, 21.1% of its 38 holders
IBIE20.9% of its 13F dollars, 21.1% of its 38 holders
Largest institutions holding both
| Firm | JTNY | IBIE |
|---|---|---|
| Raymond James Financial Inc. | $564K | $13.5M |
| LPL Financial LLC | $7.9M | $457K |
| Osaic Holdings, Inc. | $290K | $2.8M |
| Jane Street Group, LLC | $1.7M | $1.2M |
| Commonwealth Equity Services, LLC | $2.5M | $368K |
| Wells Fargo & Company | $1.1M | $1K |
| Susquehanna International Group, LLP | $347K | $257K |
| Steward Partners Investment Advisory, LLC | $114K | $18K |
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, IBIE institutional holders.
Frequently asked questions
Do institutions hold both JTNY and IBIE?
8 Form 13F filers report positions in both, out of 68 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%.