LEXI vs FOXY overlap
1 institutions report holding both LEXI and FOXY.
LEXIFOXY
Pick 2 to 4 ETFs.
We don’t have holdings for FOXY. 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.
1
institutions report holding both, of 50 holding any
LEXI3.9% of its 13F dollars, 20.0% of its 5 holders
FOXY0.3% of its 13F dollars, 2.2% of its 46 holders
Largest institutions holding both
| Firm | LEXI | FOXY |
|---|---|---|
| Sowell Financial Services LLC | $5.7M | $390K |
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: LEXI institutional holders, FOXY institutional holders.
Frequently asked questions
Do institutions hold both LEXI and FOXY?
1 Form 13F filers report positions in both, out of 50 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%.