JTNY vs IBMT overlap
14 institutions report holding both JTNY and IBMT.
JTNYIBMT
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.
14
institutions report holding both, of 97 holding any
JTNY55.1% of its 13F dollars, 36.8% of its 38 holders
IBMT12.5% of its 13F dollars, 19.2% of its 73 holders
Largest institutions holding both
| Firm | JTNY | IBMT |
|---|---|---|
| JPMorgan Chase & Co | $24.8M | $47K |
| Kestra Advisory Services, LLC | $8.4M | $1.2M |
| LPL Financial LLC | $7.9M | $636K |
| Assetmark, Inc. | $1.8M | $2.1M |
| Commonwealth Equity Services, LLC | $2.5M | $1.2M |
| Focus Partners Wealth | $288K | $2.6M |
| Royal Bank of Canada | $141K | $1.5M |
| Northwestern Mutual Wealth Management Co | $1.3M | $18K |
| UBS Group AG | $218K | $844K |
| Raymond James Financial Inc. | $564K | $440K |
| Jones Financial Companies LLLP | $677K | $12K |
| Cetera Investment Advisers | $383K | $214K |
| Morgan Stanley | $209K | $188K |
| Osaic Holdings, Inc. | $290K | $41K |
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, IBMT institutional holders.
Frequently asked questions
Do institutions hold both JTNY and IBMT?
14 Form 13F filers report positions in both, out of 97 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%.