RFLR vs JANU overlap
7 institutions report holding both RFLR and JANU.
RFLRJANU
Pick 2 to 4 ETFs.
We don’t have holdings for RFLR, 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.
7
institutions report holding both, of 58 holding any
RFLR29.6% of its 13F dollars, 20.0% of its 35 holders
JANU14.7% of its 13F dollars, 23.3% of its 30 holders
Largest institutions holding both
| Firm | RFLR | JANU |
|---|---|---|
| Envestnet Asset Management Inc. | $10.1M | $3.6M |
| Susquehanna International Group, LLP | $2.4M | $2.3M |
| Commonwealth Equity Services, LLC | $978K | $1.1M |
| Arax Advisory Partners | $1.3M | $733K |
| Osaic Holdings, Inc. | $1.7M | $140K |
| Farther Finance Advisors, LLC | $402K | $282K |
| Harbour Investments, Inc. | $235K | $176K |
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: RFLR institutional holders, JANU institutional holders.
Frequently asked questions
Do institutions hold both RFLR and JANU?
7 Form 13F filers report positions in both, out of 58 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%.