FXF vs COMB overlap
11 institutions report holding both FXF and COMB.
FXFCOMB
Pick 2 to 4 ETFs.
We don’t have holdings for FXF. 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 114 holding any
FXF21.6% of its 13F dollars, 12.6% of its 87 holders
COMB10.7% of its 13F dollars, 28.9% of its 38 holders
Largest institutions holding both
| Firm | FXF | COMB |
|---|---|---|
| Morgan Stanley | $10.7M | $52 |
| Royal Bank of Canada | $474K | $8.5M |
| Wells Fargo & Company | $3.9M | $11 |
| LPL Financial LLC | $2.5M | $509K |
| Osaic Holdings, Inc. | $1.8M | $107K |
| Focus Partners Wealth | $470K | $325K |
| IFP Advisors, Inc | $11K | $432K |
| US Bancorp | $225K | $114K |
| Rockefeller Capital Management L.P. | $268K | $5K |
| Farther Finance Advisors, LLC | $87K | $24K |
| Allworth Financial LP | $8K | $13K |
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: FXF institutional holders, COMB institutional holders.
Frequently asked questions
Do institutions hold both FXF and COMB?
11 Form 13F filers report positions in both, out of 114 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%.