REXC vs HEAL overlap
4 institutions report holding both REXC and HEAL.
REXCHEAL
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.
4
institutions report holding both, of 38 holding any
REXC2.1% of its 13F dollars, 28.6% of its 14 holders
HEAL0.7% of its 13F dollars, 14.3% of its 28 holders
Largest institutions holding both
| Firm | REXC | HEAL |
|---|---|---|
| Royal Bank of Canada | $130K | $10K |
| Osaic Holdings, Inc. | $15K | $50K |
| Morgan Stanley | $45K | $5K |
| Institute for Wealth Management, LLC. | $14K | $8K |
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, HEAL institutional holders.
Frequently asked questions
Do institutions hold both REXC and HEAL?
4 Form 13F filers report positions in both, out of 38 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%.