FLXR vs FIXD overlap
84 institutions report holding both FLXR and FIXD.
FLXRFIXD
Pick 2 to 4 ETFs.
We don’t have holdings for FLXR. 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.
84
institutions report holding both, of 409 holding any
FLXR59.0% of its 13F dollars, 48.0% of its 175 holders
FIXD76.8% of its 13F dollars, 26.4% of its 318 holders
Largest institutions holding both
| Firm | FLXR | FIXD |
|---|---|---|
| Morgan Stanley | $166.1M | $404.3M |
| LPL Financial LLC | $117.6M | $315.8M |
| Bank of America Corp. | $295.8M | $41.2M |
| Wells Fargo & Company | $100.7M | $207.4M |
| UBS Group AG | $164.1M | $66.8M |
| Envestnet Asset Management Inc. | $84.6M | $101.1M |
| Raymond James Financial Inc. | $72.2M | $94.6M |
| Royal Bank of Canada | $39.7M | $66.3M |
| First Pacific Financial | $92.4M | $61K |
| HighTower Advisors, LLC | $15.8M | $70.1M |
| Stifel Financial Corp. | $57.6M | $22.4M |
| Janney Montgomery Scott LLC | $58.5M | $9.8M |
| Cambridge Investment Research Advisors, Inc. | $6.2M | $58.7M |
| &Partners | $29.2M | $35.4M |
| Truist Financial Corp. | $8.7M | $54.1M |
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: FLXR institutional holders, FIXD institutional holders.
Frequently asked questions
Do institutions hold both FLXR and FIXD?
84 Form 13F filers report positions in both, out of 409 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%.