XBB vs EFAA overlap
9 institutions report holding both XBB and EFAA.
XBBEFAA
Pick 2 to 4 ETFs.
We don’t have holdings for EFAA. 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.
9
institutions report holding both, of 91 holding any
XBB2.7% of its 13F dollars, 30.0% of its 30 holders
EFAA28.6% of its 13F dollars, 12.9% of its 70 holders
Largest institutions holding both
| Firm | XBB | EFAA |
|---|---|---|
| Morgan Stanley | $205 | $92.5M |
| MML Investors Services, LLC | $2.9M | $7.0M |
| Wealth Enhancement Advisory Services, LLC | $3.5M | $4.2M |
| Envestnet Asset Management Inc. | $867K | $6.7M |
| Cetera Investment Advisers | $934K | $5.2M |
| IFP Advisors, Inc | $3.2M | $1.3M |
| Osaic Holdings, Inc. | $14K | $2.9M |
| Royal Bank of Canada | $16K | $2.6M |
| AE Wealth Management LLC | $2K | $10K |
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: XBB institutional holders, EFAA institutional holders.
Frequently asked questions
Do institutions hold both XBB and EFAA?
9 Form 13F filers report positions in both, out of 91 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%.