XAGG vs INCM overlap
36 institutions report holding both XAGG and INCM.
XAGGINCM
Pick 2 to 4 ETFs.
We don’t have holdings for INCM. 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.
36
institutions report holding both, of 165 holding any
XAGG83.9% of its 13F dollars, 45.0% of its 80 holders
INCM73.6% of its 13F dollars, 29.8% of its 121 holders
Largest institutions holding both
| Firm | XAGG | INCM |
|---|---|---|
| Morgan Stanley | $224.6M | $45.4M |
| LPL Financial LLC | $84.5M | $181.6M |
| Raymond James Financial Inc. | $62.1M | $73.1M |
| Wells Fargo & Company | $37.4M | $77.2M |
| Ameriprise Financial Inc. | $62.1M | $50.1M |
| Wealth Enhancement Advisory Services, LLC | $41.0M | $18.2M |
| UBS Group AG | $57.0M | $8K |
| Royal Bank of Canada | $3.7M | $50.8M |
| Janney Montgomery Scott LLC | $42.2M | $5.4M |
| Benjamin Edwards Inc. | $35.8M | $2.5M |
| Cetera Investment Advisers | $14.0M | $20.9M |
| Osaic Holdings, Inc. | $527K | $18.4M |
| Envestnet Asset Management Inc. | $15.4M | $3.2M |
| Next Level Private LLC | $1.4M | $12.7M |
| Harbour Investments, Inc. | $182K | $11.3M |
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: XAGG institutional holders, INCM institutional holders.
Frequently asked questions
Do institutions hold both XAGG and INCM?
36 Form 13F filers report positions in both, out of 165 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%.