TXXI vs SPLS overlap
1 institutions report holding both TXXI and SPLS.
TXXISPLS
Pick 2 to 4 ETFs.
We don’t have holdings for TXXI, SPLS. 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 39 holding any
TXXI3.8% of its 13F dollars, 6.3% of its 16 holders
SPLS15.8% of its 13F dollars, 4.2% of its 24 holders
Largest institutions holding both
| Firm | TXXI | SPLS |
|---|---|---|
| Citadel Advisors LLC | $840K | $3.5M |
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: TXXI institutional holders, SPLS institutional holders.
Frequently asked questions
Do institutions hold both TXXI and SPLS?
1 Form 13F filers report positions in both, out of 39 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%.