MIDU vs JDST overlap
2 institutions report holding both MIDU and JDST.
MIDUJDST
Pick 2 to 4 ETFs.
We don’t have holdings for JDST. 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.
2
institutions report holding both, of 24 holding any
MIDU58.7% of its 13F dollars, 16.7% of its 12 holders
JDST10.3% of its 13F dollars, 14.3% of its 14 holders
Largest institutions holding both
| Firm | MIDU | JDST |
|---|---|---|
| Susquehanna International Group, LLP | $4.8M | $740K |
| Simplex Trading, LLC | $112K | $132K |
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: MIDU institutional holders, JDST institutional holders.
Frequently asked questions
Do institutions hold both MIDU and JDST?
2 Form 13F filers report positions in both, out of 24 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%.