WTBN vs FXF overlap
5 institutions report holding both WTBN and FXF.
WTBNFXF
Pick 2 to 4 ETFs.
We don’t have holdings for FXF. 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.
5
institutions report holding both, of 93 holding any
WTBN22.6% of its 13F dollars, 45.5% of its 11 holders
FXF5.8% of its 13F dollars, 5.8% of its 87 holders
Largest institutions holding both
| Firm | WTBN | FXF |
|---|---|---|
| LPL Financial LLC | $10.7M | $2.5M |
| Envestnet Asset Management Inc. | $7.8M | $2.1M |
| Royal Bank of Canada | $1.1M | $474K |
| Steward Partners Investment Advisory, LLC | $1.5M | $4K |
| Raymond James Financial Inc. | $340K | $421K |
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: WTBN institutional holders, FXF institutional holders.
Frequently asked questions
Do institutions hold both WTBN and FXF?
5 Form 13F filers report positions in both, out of 93 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%.