RJDI vs ITAN overlap

RJDI and ITAN overlap 4.1% by weight, across 4 shared holdings.

RJDIITAN

Pick 2 to 4 ETFs.

4.1%

overlap by weight, across 4 shared holdings

RJDI8.5% of the fund is in shared holdings, of 35

ITAN4.1% of the fund is in shared holdings, of 149

Top shared holdings

Holding	RJDI	ITAN	Overlap
Merck & CoMRK	2.60%	1.56%	1.56%
Verizon CommunicVZ	2.32%	1.35%	1.35%
Comcast Corp.-aCMCSA	0.84%	0.85%	0.84%
Cummins Inc.CMI	2.73%	0.33%	0.33%

Overlap by weight adds up the smaller weight of each holding the funds share, so 100% means identical portfolios. Long securities only: derivatives and cash vehicles are left out. Sources: RJDI, SEC Form N-PORT, June 30, 2026; ITAN, SEC Form N-PORT, May 29, 2026.

institutions report holding both, of 34 holding any

RJDI2.3% of its 13F dollars, 5.6% of its 18 holders

ITAN0.1% of its 13F dollars, 5.9% of its 17 holders

Largest institutions holding both

Firm	RJDI	ITAN
Steward Partners Investment Advisory, LLC	$1.2M	$24K

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: RJDI institutional holders, ITAN institutional holders.

Frequently asked questions

How much do RJDI and ITAN overlap?

4.1% by weight, with 4 holdings in common, using holdings for RJDI as of June 30, 2026 and ITAN as of May 29, 2026. The largest shared position is MRK.

Do institutions hold both RJDI and ITAN?

1 Form 13F filers report positions in both, out of 34 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%.