ONEZ vs NJAN overlap
7 institutions report holding both ONEZ and NJAN.
ONEZNJAN
Pick 2 to 4 ETFs.
We don’t have holdings for NJAN. 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.
7
institutions report holding both, of 148 holding any
ONEZ64.8% of its 13F dollars, 18.4% of its 38 holders
NJAN4.2% of its 13F dollars, 6.0% of its 117 holders
Largest institutions holding both
| Firm | ONEZ | NJAN |
|---|---|---|
| AE Wealth Management LLC | $160.0M | $813K |
| Outlook Wealth Advisors, LLC | $3.2M | $3.1M |
| Envestnet Asset Management Inc. | $2.2M | $2.3M |
| FSA Advisors, Inc. | $3.2M | $1.0M |
| Susquehanna International Group, LLP | $212K | $3.2M |
| CoreCap Advisors, LLC | $7K | $798K |
| IFG Advisory, LLC | $593K | $6K |
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: ONEZ institutional holders, NJAN institutional holders.
Frequently asked questions
Do institutions hold both ONEZ and NJAN?
7 Form 13F filers report positions in both, out of 148 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%.