ZJAN vs SMAX overlap
11 institutions report holding both ZJAN and SMAX.
ZJANSMAX
Pick 2 to 4 ETFs.
We don’t have holdings for ZJAN. 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.
11
institutions report holding both, of 89 holding any
ZJAN17.4% of its 13F dollars, 17.5% of its 63 holders
SMAX17.0% of its 13F dollars, 29.7% of its 37 holders
Largest institutions holding both
| Firm | ZJAN | SMAX |
|---|---|---|
| Raymond James Financial Inc. | $1.7M | $2.6M |
| Susquehanna International Group, LLP | $803K | $1.9M |
| Envestnet Asset Management Inc. | $1.3M | $1.2M |
| Commonwealth Equity Services, LLC | $1.7M | $746K |
| Kestra Advisory Services, LLC | $1.0M | $599K |
| Tradition Wealth Management, LLC | $541K | $588K |
| Creative Planning | $451K | $390K |
| Clear Creek Financial Management, LLC | $268K | $428K |
| Farther Finance Advisors, LLC | $465K | $209K |
| AE Wealth Management LLC | $561K | $109K |
| IFP Advisors, Inc | $66K | $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: ZJAN institutional holders, SMAX institutional holders.
Frequently asked questions
Do institutions hold both ZJAN and SMAX?
11 Form 13F filers report positions in both, out of 89 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%.