HEQT vs DJAN overlap
30 institutions report holding both HEQT and DJAN.
HEQTDJAN
Pick 2 to 4 ETFs.
We don’t have holdings for DJAN. 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.
30
institutions report holding both, of 175 holding any
HEQT41.1% of its 13F dollars, 34.5% of its 87 holders
DJAN33.8% of its 13F dollars, 25.4% of its 118 holders
Largest institutions holding both
| Firm | HEQT | DJAN |
|---|---|---|
| LPL Financial LLC | $15.2M | $9.0M |
| Envestnet Asset Management Inc. | $5.1M | $16.1M |
| MML Investors Services, LLC | $4.3M | $9.4M |
| Cetera Investment Advisers | $795K | $10.6M |
| Rockefeller Capital Management L.P. | $8.4M | $312K |
| OneDigital Investment Advisors LLC | $6.5M | $900K |
| Kovack Advisors, Inc. | $6.4M | $982K |
| Osaic Holdings, Inc. | $2.6M | $4.3M |
| HighTower Advisors, LLC | $6.2M | $584K |
| Susquehanna International Group, LLP | $4.4M | $1.9M |
| Cambridge Investment Research Advisors, Inc. | $2.1M | $3.4M |
| Ameritas Advisory Services, LLC | $3.8M | $850K |
| JPMorgan Chase & Co | $1.7M | $2.1M |
| Sowell Financial Services LLC | $3.2M | $338K |
| Evolution Wealth Management Inc. | $2.8M | $522K |
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: HEQT institutional holders, DJAN institutional holders.
Frequently asked questions
Do institutions hold both HEQT and DJAN?
30 Form 13F filers report positions in both, out of 175 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%.