QCJA vs JANU overlap
13 institutions report holding both QCJA and JANU.
QCJAJANU
Pick 2 to 4 ETFs.
We don’t have holdings for QCJA, JANU. 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.
13
institutions report holding both, of 59 holding any
QCJA20.4% of its 13F dollars, 30.9% of its 42 holders
JANU23.7% of its 13F dollars, 43.3% of its 30 holders
Largest institutions holding both
| Firm | QCJA | JANU |
|---|---|---|
| Kestra Advisory Services, LLC | $1.6M | $4.3M |
| Envestnet Asset Management Inc. | $1.2M | $3.6M |
| Cetera Investment Advisers | $2.5M | $808K |
| Raymond James Financial Inc. | $2.6M | $364K |
| Susquehanna International Group, LLP | $625K | $2.3M |
| Commonwealth Equity Services, LLC | $1.0M | $1.1M |
| Grantvest Financial Group LLC | $669K | $255K |
| Harbour Investments, Inc. | $384K | $176K |
| Osaic Holdings, Inc. | $294K | $140K |
| Steward Partners Investment Advisory, LLC | $321K | $8K |
| Farther Finance Advisors, LLC | $46K | $282K |
| JPMorgan Chase & Co | $48K | $88K |
| IFP Advisors, Inc | $43K | $19K |
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: QCJA institutional holders, JANU institutional holders.
Frequently asked questions
Do institutions hold both QCJA and JANU?
13 Form 13F filers report positions in both, out of 59 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%.