XAPR vs MRCP overlap
4 institutions report holding both XAPR and MRCP.
XAPRMRCP
Pick 2 to 4 ETFs.
We don’t have holdings for XAPR, MRCP. 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 29 holding any
XAPR26.2% of its 13F dollars, 17.4% of its 23 holders
MRCP8.6% of its 13F dollars, 40.0% of its 10 holders
Largest institutions holding both
| Firm | XAPR | MRCP |
|---|---|---|
| Harbour Investments, Inc. | $4.4M | $17K |
| Commonwealth Equity Services, LLC | $1.2M | $1.4M |
| DHJJ Financial Advisors, Ltd. | $31K | $392K |
| UBS Group AG | $12K | $2K |
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: XAPR institutional holders, MRCP institutional holders.
Frequently asked questions
Do institutions hold both XAPR and MRCP?
4 Form 13F filers report positions in both, out of 29 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%.