JULM vs JANI overlap
7 institutions report holding both JULM and JANI.
JULMJANI
Pick 2 to 4 ETFs.
We don’t have holdings for JULM, JANI. 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.
7
institutions report holding both, of 42 holding any
JULM30.0% of its 13F dollars, 19.4% of its 36 holders
JANI32.6% of its 13F dollars, 53.9% of its 13 holders
Largest institutions holding both
| Firm | JULM | JANI |
|---|---|---|
| Commonwealth Equity Services, LLC | $663K | $1.1M |
| Cetera Investment Advisers | $379K | $1.3M |
| Susquehanna International Group, LLP | $801K | $227K |
| Old Mission Capital LLC | $453K | $360K |
| Kestra Advisory Services, LLC | $420K | $280K |
| IFP Advisors, Inc | $454K | $28K |
| Harbour Investments, Inc. | $64K | $52K |
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: JULM institutional holders, JANI institutional holders.
Frequently asked questions
Do institutions hold both JULM and JANI?
7 Form 13F filers report positions in both, out of 42 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%.