JULT vs JANZ overlap
9 institutions report holding both JULT and JANZ.
JULTJANZ
Pick 2 to 4 ETFs.
We don’t have holdings for JULT. 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.
9
institutions report holding both, of 58 holding any
JULT17.5% of its 13F dollars, 20.4% of its 44 holders
JANZ5.8% of its 13F dollars, 39.1% of its 23 holders
Largest institutions holding both
| Firm | JULT | JANZ |
|---|---|---|
| Osaic Holdings, Inc. | $4.3M | $1K |
| Susquehanna International Group, LLP | $1.3M | $441K |
| Old Mission Capital LLC | $459K | $1.1M |
| AE Wealth Management LLC | $36K | $558K |
| Harbour Investments, Inc. | $375K | $12K |
| Kingdom Financial Group LLC. | $58K | $12K |
| UBS Group AG | $41K | $10K |
| Integrated Wealth Concepts LLC | $21K | $410 |
| Compass Financial Management LLC | $11K | $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: JULT institutional holders, JANZ institutional holders.
Frequently asked questions
Do institutions hold both JULT and JANZ?
9 Form 13F filers report positions in both, out of 58 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%.