SPBX vs JNEU overlap
11 institutions report holding both SPBX and JNEU.
SPBXJNEU
Pick 2 to 4 ETFs.
We don’t have holdings for JNEU. 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.
11
institutions report holding both, of 39 holding any
SPBX49.4% of its 13F dollars, 40.7% of its 27 holders
JNEU80.5% of its 13F dollars, 47.8% of its 23 holders
Largest institutions holding both
| Firm | SPBX | JNEU |
|---|---|---|
| Allianz SE | $10.1M | $16.2M |
| Envestnet Asset Management Inc. | $2.6M | $3.8M |
| MML Investors Services, LLC | $327K | $3.8M |
| Stephens Inc. | $298K | $3.8M |
| Commonwealth Equity Services, LLC | $2.6M | $866K |
| Osaic Holdings, Inc. | $1.2M | $197K |
| LPL Financial LLC | $696K | $266K |
| Old Mission Capital LLC | $444K | $437K |
| Cetera Investment Advisers | $378K | $356K |
| Harbour Investments, Inc. | $3K | $144K |
| IFP Advisors, Inc | $54K | $13K |
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, JNEU institutional holders.
Frequently asked questions
Do institutions hold both SPBX and JNEU?
11 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%.