VIXY vs JELM overlap
0 institutions report holding both VIXY and JELM.
VIXYJELM
Pick 2 to 4 ETFs.
We don’t have holdings for VIXY, JELM. 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 54 holding any
VIXY0.0% of its 13F dollars, 0.0% of its 48 holders
JELM0.0% of its 13F dollars, 0.0% of its 6 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: VIXY institutional holders, JELM institutional holders.
Frequently asked questions
Do institutions hold both VIXY and JELM?
0 Form 13F filers report positions in both, out of 54 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%.