TAX vs JELH overlap
0 institutions report holding both TAX and JELH.
TAXJELH
Pick 2 to 4 ETFs.
We don’t have holdings for JELH. 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.
0
institutions report holding both, of 16 holding any
TAX0.0% of its 13F dollars, 0.0% of its 8 holders
JELH0.0% of its 13F dollars, 0.0% of its 8 holders
Largest institutions holding both
No 13F filer reports holding both.
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: TAX institutional holders, JELH institutional holders.
Frequently asked questions
Do institutions hold both TAX and JELH?
0 Form 13F filers report positions in both, out of 16 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%.