JULJ vs DLAG overlap
6 institutions report holding both JULJ and DLAG.
JULJDLAG
Pick 2 to 4 ETFs.
We don’t have holdings for JULJ, DLAG. 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.
6
institutions report holding both, of 28 holding any
JULJ41.3% of its 13F dollars, 37.5% of its 16 holders
DLAG48.8% of its 13F dollars, 33.3% of its 18 holders
Largest institutions holding both
| Firm | JULJ | DLAG |
|---|---|---|
| Farther Finance Advisors, LLC | $45K | $2.4M |
| Susquehanna International Group, LLP | $1.6M | $709K |
| Old Mission Capital LLC | $941K | $318K |
| CoreCap Advisors, LLC | $414K | $2K |
| IFP Advisors, Inc | $5K | $242K |
| UBS Group AG | $42K | $3K |
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: JULJ institutional holders, DLAG institutional holders.
Frequently asked questions
Do institutions hold both JULJ and DLAG?
6 Form 13F filers report positions in both, out of 28 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%.