NBFR vs JANH overlap
4 institutions report holding both NBFR and JANH.
NBFRJANH
Pick 2 to 4 ETFs.
We don’t have holdings for NBFR, JANH. 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.
4
institutions report holding both, of 32 holding any
NBFR18.7% of its 13F dollars, 28.6% of its 14 holders
JANH19.7% of its 13F dollars, 18.2% of its 22 holders
Largest institutions holding both
| Firm | NBFR | JANH |
|---|---|---|
| Old Mission Capital LLC | $911K | $652K |
| Susquehanna International Group, LLP | $492K | $494K |
| Steward Partners Investment Advisory, LLC | $54K | $410K |
| Harbour Investments, Inc. | $19K | $18K |
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: NBFR institutional holders, JANH institutional holders.
Frequently asked questions
Do institutions hold both NBFR and JANH?
4 Form 13F filers report positions in both, out of 32 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%.