QBSV vs JANH overlap
3 institutions report holding both QBSV and JANH.
QBSVJANH
Pick 2 to 4 ETFs.
We don’t have holdings for QBSV, 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.
3
institutions report holding both, of 24 holding any
QBSV33.5% of its 13F dollars, 60.0% of its 5 holders
JANH36.0% of its 13F dollars, 13.6% of its 22 holders
Largest institutions holding both
| Firm | QBSV | JANH |
|---|---|---|
| Commonwealth Equity Services, LLC | $1.0M | $2.1M |
| Kestra Advisory Services, LLC | $1.3M | $316K |
| Susquehanna International Group, LLP | $492K | $494K |
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: QBSV institutional holders, JANH institutional holders.
Frequently asked questions
Do institutions hold both QBSV and JANH?
3 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%.