JXX vs EQRR overlap

JXX and EQRR overlap 2.8% by weight, across 2 shared holdings.

JXXEQRR

Pick 2 to 4 ETFs.

2.8%

overlap by weight, across 2 shared holdings

JXX13.0% of the fund is in shared holdings, of 23

EQRR2.8% of the fund is in shared holdings, of 50

These funds report on different dates (JXX: July 31, 2026, EQRR: May 31, 2026), so market moves and index changes between those dates lower the number. Funds tracking the same index can read well below their true overlap.

Top shared holdings

Holding	JXX	EQRR	Overlap
Amazon.COM Inc.AMZN	9.59%	1.77%	1.77%
Lumentum HOLLITE	3.38%	1.06%	1.06%

Overlap by weight adds up the smaller weight of each holding the funds share, so 100% means identical portfolios. Long securities only: derivatives and cash vehicles are left out. Sources: JXX, SEC Form N-PORT, July 31, 2026; EQRR, SEC Form N-PORT, May 31, 2026.

institutions report holding both, of 35 holding any

JXX7.1% of its 13F dollars, 36.4% of its 11 holders

EQRR10.7% of its 13F dollars, 14.3% of its 28 holders

Largest institutions holding both

Firm	JXX	EQRR
Citadel Advisors LLC	$722K	$1.4M
Envestnet Asset Management Inc.	$360K	$520K
International Assets Investment Management, LLC	$112K	$38K
Osaic Holdings, Inc.	$76K	$5K

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: JXX institutional holders, EQRR institutional holders.

Frequently asked questions

How much do JXX and EQRR overlap?

2.8% by weight, with 2 holdings in common, using holdings for JXX as of July 31, 2026 and EQRR as of May 31, 2026. The largest shared position is AMZN.

Do institutions hold both JXX and EQRR?

4 Form 13F filers report positions in both, out of 35 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%.