XJAN vs PBSE overlap
3 institutions report holding both XJAN and PBSE.
XJANPBSE
Pick 2 to 4 ETFs.
We don’t have holdings for XJAN, PBSE. 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 39 holding any
XJAN12.3% of its 13F dollars, 9.1% of its 33 holders
PBSE8.9% of its 13F dollars, 33.3% of its 9 holders
Largest institutions holding both
| Firm | XJAN | PBSE |
|---|---|---|
| Commonwealth Equity Services, LLC | $1.2M | $1.7M |
| Susquehanna International Group, LLP | $1.7M | $332K |
| DHJJ Financial Advisors, Ltd. | $17K | $48K |
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: XJAN institutional holders, PBSE institutional holders.
Frequently asked questions
Do institutions hold both XJAN and PBSE?
3 Form 13F filers report positions in both, out of 39 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%.