XBFR vs UXOC overlap
3 institutions report holding both XBFR and UXOC.
XBFRUXOC
Pick 2 to 4 ETFs.
We don’t have holdings for XBFR, UXOC. 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.
3
institutions report holding both, of 30 holding any
XBFR16.4% of its 13F dollars, 15.0% of its 20 holders
UXOC10.4% of its 13F dollars, 23.1% of its 13 holders
Largest institutions holding both
| Firm | XBFR | UXOC |
|---|---|---|
| Old Mission Capital LLC | $889K | $1.1M |
| Brookstone Capital Management | $1.5M | $219K |
| Susquehanna International Group, LLP | $929K | $726K |
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, UXOC institutional holders.
Frequently asked questions
Do institutions hold both XBFR and UXOC?
3 Form 13F filers report positions in both, out of 30 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%.