XTOC vs JANI overlap
2 institutions report holding both XTOC and JANI.
XTOCJANI
Pick 2 to 4 ETFs.
We don’t have holdings for XTOC, JANI. 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 31 holding any
XTOC7.7% of its 13F dollars, 10.0% of its 20 holders
JANI2.5% of its 13F dollars, 15.4% of its 13 holders
Largest institutions holding both
| Firm | XTOC | JANI |
|---|---|---|
| Susquehanna International Group, LLP | $827K | $227K |
| IFP Advisors, Inc | $361 | $28K |
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: XTOC institutional holders, JANI institutional holders.
Frequently asked questions
Do institutions hold both XTOC and JANI?
2 Form 13F filers report positions in both, out of 31 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%.