JULT vs JANP overlap
6 institutions report holding both JULT and JANP.
JULTJANP
Pick 2 to 4 ETFs.
We don’t have holdings for JULT, JANP. 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 54 holding any
JULT35.1% of its 13F dollars, 13.6% of its 44 holders
JANP10.3% of its 13F dollars, 37.5% of its 16 holders
Largest institutions holding both
| Firm | JULT | JANP |
|---|---|---|
| Commonwealth Equity Services, LLC | $5.9M | $1.4M |
| Raymond James Financial Inc. | $4.1M | $501K |
| Susquehanna International Group, LLP | $1.3M | $724K |
| Grantvest Financial Group LLC | $1.0M | $265K |
| Centaurus Financial, Inc. | $587K | $681K |
| Kestra Advisory Services, LLC | $345K | $300K |
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: JULT institutional holders, JANP institutional holders.
Frequently asked questions
Do institutions hold both JULT and JANP?
6 Form 13F filers report positions in both, out of 54 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%.