LJAN vs JULH overlap
3 institutions report holding both LJAN and JULH.
LJANJULH
Pick 2 to 4 ETFs.
We don’t have holdings for LJAN, JULH. 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.
3
institutions report holding both, of 27 holding any
LJAN10.1% of its 13F dollars, 30.0% of its 10 holders
JULH22.1% of its 13F dollars, 15.0% of its 20 holders
Largest institutions holding both
| Firm | LJAN | JULH |
|---|---|---|
| Susquehanna International Group, LLP | $764K | $1.3M |
| Farther Finance Advisors, LLC | $162K | $679K |
| IFP Advisors, Inc | $6K | $2K |
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: LJAN institutional holders, JULH institutional holders.
Frequently asked questions
Do institutions hold both LJAN and JULH?
3 Form 13F filers report positions in both, out of 27 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%.