REXC vs DTAN overlap
1 institutions report holding both REXC and DTAN.
REXCDTAN
Pick 2 to 4 ETFs.
We don’t have holdings for REXC. 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 22 holding any
REXC0.0% of its 13F dollars, 7.1% of its 14 holders
DTAN0.0% of its 13F dollars, 11.1% of its 9 holders
Largest institutions holding both
| Firm | REXC | DTAN |
|---|---|---|
| Steward Partners Investment Advisory, LLC | $453 | $535 |
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: REXC institutional holders, DTAN institutional holders.
Frequently asked questions
Do institutions hold both REXC and DTAN?
1 Form 13F filers report positions in both, out of 22 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%.