PQJL vs CBTJ overlap
1 institutions report holding both PQJL and CBTJ.
PQJLCBTJ
Pick 2 to 4 ETFs.
We don’t have holdings for PQJL, CBTJ. 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.
1
institutions report holding both, of 28 holding any
PQJL0.5% of its 13F dollars, 16.7% of its 6 holders
CBTJ0.0% of its 13F dollars, 4.3% of its 23 holders
Largest institutions holding both
| Firm | PQJL | CBTJ |
|---|---|---|
| DHJJ Financial Advisors, Ltd. | $77K | $173 |
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: PQJL institutional holders, CBTJ institutional holders.
Frequently asked questions
Do institutions hold both PQJL and CBTJ?
1 Form 13F filers report positions in both, out of 28 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%.