RBIL vs JTNY overlap
9 institutions report holding both RBIL and JTNY.
RBILJTNY
Pick 2 to 4 ETFs.
We don’t have holdings for JTNY. 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.
9
institutions report holding both, of 65 holding any
RBIL13.8% of its 13F dollars, 25.0% of its 36 holders
JTNY11.8% of its 13F dollars, 23.7% of its 38 holders
Largest institutions holding both
| Firm | RBIL | JTNY |
|---|---|---|
| LPL Financial LLC | $2.4M | $7.9M |
| Raymond James Financial Inc. | $3.1M | $564K |
| Susquehanna International Group, LLP | $2.4M | $347K |
| Envestnet Asset Management Inc. | $1.8M | $335K |
| Cambridge Investment Research Advisors, Inc. | $1.5M | $314K |
| Private Advisor Group, LLC | $664K | $521K |
| Steward Partners Investment Advisory, LLC | $550K | $114K |
| Citadel Advisors LLC | $342K | $276K |
| UBS Group AG | $5K | $218K |
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: RBIL institutional holders, JTNY institutional holders.
Frequently asked questions
Do institutions hold both RBIL and JTNY?
9 Form 13F filers report positions in both, out of 65 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%.