XSEP vs JANB overlap
6 institutions report holding both XSEP and JANB.
XSEPJANB
Pick 2 to 4 ETFs.
We don’t have holdings for XSEP, JANB. 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 83 holding any
XSEP3.1% of its 13F dollars, 8.6% of its 70 holders
JANB6.4% of its 13F dollars, 31.6% of its 19 holders
Largest institutions holding both
| Firm | XSEP | JANB |
|---|---|---|
| Aptus Capital Advisors, LLC | $364K | $4.1M |
| Susquehanna International Group, LLP | $1.2M | $674K |
| Blue Bell Private Wealth Management, LLC | $481K | $518K |
| First Heartland Consultants, Inc. | $581K | $337K |
| DHJJ Financial Advisors, Ltd. | $100K | $1K |
| UBS Group AG | $23K | $14K |
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: XSEP institutional holders, JANB institutional holders.
Frequently asked questions
Do institutions hold both XSEP and JANB?
6 Form 13F filers report positions in both, out of 83 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%.