TJAN vs PQJA overlap
2 institutions report holding both TJAN and PQJA.
TJANPQJA
Pick 2 to 4 ETFs.
We don’t have holdings for TJAN, PQJA. 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.
2
institutions report holding both, of 28 holding any
TJAN6.5% of its 13F dollars, 8.0% of its 25 holders
PQJA1.4% of its 13F dollars, 40.0% of its 5 holders
Largest institutions holding both
| Firm | TJAN | PQJA |
|---|---|---|
| Commonwealth Equity Services, LLC | $983K | $221K |
| IFP Advisors, Inc | $59K | $16K |
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: TJAN institutional holders, PQJA institutional holders.
Frequently asked questions
Do institutions hold both TJAN and PQJA?
2 Form 13F filers report positions in both, out of 28 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%.