YDEC vs JANB overlap
6 institutions report holding both YDEC and JANB.
YDECJANB
Pick 2 to 4 ETFs.
We don’t have holdings for YDEC, 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 76 holding any
YDEC4.9% of its 13F dollars, 9.5% of its 63 holders
JANB9.2% of its 13F dollars, 31.6% of its 19 holders
Largest institutions holding both
| Firm | YDEC | JANB |
|---|---|---|
| Integrated Wealth Concepts LLC | $139K | $6.3M |
| Susquehanna International Group, LLP | $2.9M | $674K |
| First Heartland Consultants, Inc. | $352K | $337K |
| Kovack Advisors, Inc. | $390K | $288K |
| Blue Bell Private Wealth Management, LLC | $69K | $518K |
| DHJJ Financial Advisors, Ltd. | $505K | $1K |
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: YDEC institutional holders, JANB institutional holders.
Frequently asked questions
Do institutions hold both YDEC and JANB?
6 Form 13F filers report positions in both, out of 76 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%.