JUDB vs CBXY overlap
1 institutions report holding both JUDB and CBXY.
JUDBCBXY
Pick 2 to 4 ETFs.
We don’t have holdings for JUDB, CBXY. 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.
1
institutions report holding both, of 9 holding any
JUDB58.1% of its 13F dollars, 50.0% of its 2 holders
CBXY0.5% of its 13F dollars, 12.5% of its 8 holders
Largest institutions holding both
| Firm | JUDB | CBXY |
|---|---|---|
| Aptus Capital Advisors, LLC | $1.4M | $10K |
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: JUDB institutional holders, CBXY institutional holders.
Frequently asked questions
Do institutions hold both JUDB and CBXY?
1 Form 13F filers report positions in both, out of 9 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%.