RSJN vs JANM overlap
10 institutions report holding both RSJN and JANM.
RSJNJANM
Pick 2 to 4 ETFs.
We don’t have holdings for RSJN, JANM. 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.
10
institutions report holding both, of 39 holding any
RSJN50.1% of its 13F dollars, 50.0% of its 20 holders
JANM30.1% of its 13F dollars, 34.5% of its 29 holders
Largest institutions holding both
| Firm | RSJN | JANM |
|---|---|---|
| Susquehanna International Group, LLP | $1.8M | $513K |
| Cetera Investment Advisers | $1.4M | $866K |
| Commonwealth Equity Services, LLC | $1.1M | $934K |
| Old Mission Capital LLC | $510K | $551K |
| Envestnet Asset Management Inc. | $764K | $219K |
| Kestra Advisory Services, LLC | $253K | $483K |
| Harbour Investments, Inc. | $423K | $250K |
| Capital Analysts, LLC | $300K | $154K |
| Osaic Holdings, Inc. | $226K | $90K |
| DHJJ Financial Advisors, Ltd. | $161K | $51K |
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: RSJN institutional holders, JANM institutional holders.
Frequently asked questions
Do institutions hold both RSJN and JANM?
10 Form 13F filers report positions in both, out of 39 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%.