XDQQ vs JUNP overlap
6 institutions report holding both XDQQ and JUNP.
XDQQJUNP
Pick 2 to 4 ETFs.
We don’t have holdings for XDQQ, JUNP. 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.
6
institutions report holding both, of 42 holding any
XDQQ24.7% of its 13F dollars, 17.1% of its 35 holders
JUNP15.8% of its 13F dollars, 46.1% of its 13 holders
Largest institutions holding both
| Firm | XDQQ | JUNP |
|---|---|---|
| Commonwealth Equity Services, LLC | $3.4M | $4.4M |
| Cetera Investment Advisers | $4.5M | $766K |
| Old Mission Capital LLC | $1.1M | $322K |
| Steward Partners Investment Advisory, LLC | $345K | $51K |
| DHJJ Financial Advisors, Ltd. | $2K | $378K |
| Harbour Investments, Inc. | $17K | $134K |
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: XDQQ institutional holders, JUNP institutional holders.
Frequently asked questions
Do institutions hold both XDQQ and JUNP?
6 Form 13F filers report positions in both, out of 42 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%.