SPDV vs JMMF overlap
3 institutions report holding both SPDV and JMMF.
SPDVJMMF
Pick 2 to 4 ETFs.
We don’t have holdings for JMMF. 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 43 holding any
SPDV2.2% of its 13F dollars, 7.5% of its 40 holders
JMMF97.5% of its 13F dollars, 50.0% of its 6 holders
Largest institutions holding both
| Firm | SPDV | JMMF |
|---|---|---|
| JPMorgan Chase & Co | $104K | $49.1M |
| Susquehanna International Group, LLP | $677K | $349K |
| Citadel Advisors LLC | $375K | $650K |
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: SPDV institutional holders, JMMF institutional holders.
Frequently asked questions
Do institutions hold both SPDV and JMMF?
3 Form 13F filers report positions in both, out of 43 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%.