USXF vs BRTR overlap
29 institutions report holding both USXF and BRTR.
USXFBRTR
Pick 2 to 4 ETFs.
We don’t have holdings for BRTR. 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.
29
institutions report holding both, of 345 holding any
USXF36.5% of its 13F dollars, 9.6% of its 301 holders
BRTR54.3% of its 13F dollars, 39.7% of its 73 holders
Largest institutions holding both
| Firm | USXF | BRTR |
|---|---|---|
| JPMorgan Chase & Co | $36.4M | $175.5M |
| Envestnet Asset Management Inc. | $190.1M | $2.2M |
| Sagespring Wealth Partners, LLC | $1.1M | $118.9M |
| NewEdge Advisors, LLC | $4.2M | $85.1M |
| OpenArc Corporate Advisory, LLC | $851K | $87.3M |
| LPL Financial LLC | $69.4M | $1.8M |
| Bank of America Corp. | $7.4M | $42.5M |
| Raymond James Financial Inc. | $9.8M | $11.2M |
| MML Investors Services, LLC | $13.8M | $6.2M |
| Osaic Holdings, Inc. | $5.3M | $13.5M |
| Cetera Investment Advisers | $17.0M | $449K |
| Cambridge Investment Research Advisors, Inc. | $8.8M | $3.4M |
| Wealth Alliance, LLC | $965K | $9.2M |
| Wells Fargo & Company | $9.9M | $51K |
| Integrated Wealth Concepts LLC | $5.0M | $3.0M |
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: USXF institutional holders, BRTR institutional holders.
Frequently asked questions
Do institutions hold both USXF and BRTR?
29 Form 13F filers report positions in both, out of 345 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%.