XBFR vs KMAR overlap
8 institutions report holding both XBFR and KMAR.
XBFRKMAR
Pick 2 to 4 ETFs.
We don’t have holdings for XBFR, KMAR. 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.
8
institutions report holding both, of 45 holding any
XBFR31.1% of its 13F dollars, 40.0% of its 20 holders
KMAR38.9% of its 13F dollars, 24.2% of its 33 holders
Largest institutions holding both
| Firm | XBFR | KMAR |
|---|---|---|
| Commonwealth Equity Services, LLC | $2.5M | $1.8M |
| Cetera Investment Advisers | $334K | $2.2M |
| First Commonwealth Financial Corp | $1.0M | $817K |
| Old Mission Capital LLC | $889K | $903K |
| HighTower Advisors, LLC | $649K | $1.1M |
| Susquehanna International Group, LLP | $929K | $723K |
| IFP Advisors, Inc | $7K | $125K |
| Harbour Investments, Inc. | $16K | $94K |
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: XBFR institutional holders, KMAR institutional holders.
Frequently asked questions
Do institutions hold both XBFR and KMAR?
8 Form 13F filers report positions in both, out of 45 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%.