SPBX vs JANP overlap
3 institutions report holding both SPBX and JANP.
SPBXJANP
Pick 2 to 4 ETFs.
We don’t have holdings for JANP. 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.
3
institutions report holding both, of 40 holding any
SPBX8.3% of its 13F dollars, 11.1% of its 27 holders
JANP6.9% of its 13F dollars, 18.8% of its 16 holders
Largest institutions holding both
| Firm | SPBX | JANP |
|---|---|---|
| Commonwealth Equity Services, LLC | $2.6M | $1.4M |
| Centaurus Financial, Inc. | $248K | $681K |
| Raymond James Financial Inc. | $260K | $501K |
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: SPBX institutional holders, JANP institutional holders.
Frequently asked questions
Do institutions hold both SPBX and JANP?
3 Form 13F filers report positions in both, out of 40 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%.