POWA vs JCAL overlap
14 institutions report holding both POWA and JCAL.
POWAJCAL
Pick 2 to 4 ETFs.
We don’t have holdings for JCAL. 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.
14
institutions report holding both, of 90 holding any
POWA37.7% of its 13F dollars, 18.9% of its 74 holders
JCAL73.9% of its 13F dollars, 46.7% of its 30 holders
Largest institutions holding both
| Firm | POWA | JCAL |
|---|---|---|
| JPMorgan Chase & Co | $31K | $39.5M |
| LPL Financial LLC | $23.8M | $6.5M |
| Jones Financial Companies LLLP | $63K | $6.8M |
| Goldman Sachs Group Inc. | $3.3M | $1.6M |
| Envestnet Asset Management Inc. | $222K | $3.4M |
| Northwestern Mutual Wealth Management Co | $62K | $3.5M |
| Morgan Stanley | $2.6M | $51K |
| Raymond James Financial Inc. | $1.2M | $762K |
| Osaic Holdings, Inc. | $1.0M | $570K |
| Wells Fargo & Company | $9 | $705K |
| UBS Group AG | $110K | $121K |
| Integrated Wealth Concepts LLC | $39K | $110K |
| IFP Advisors, Inc | $61K | $27K |
| Institute for Wealth Management, LLC. | $9K | $7K |
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: POWA institutional holders, JCAL institutional holders.
Frequently asked questions
Do institutions hold both POWA and JCAL?
14 Form 13F filers report positions in both, out of 90 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%.