XBJL vs ISEP overlap
19 institutions report holding both XBJL and ISEP.
XBJLISEP
Pick 2 to 4 ETFs.
We don’t have holdings for XBJL, ISEP. 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.
19
institutions report holding both, of 88 holding any
XBJL58.1% of its 13F dollars, 47.5% of its 40 holders
ISEP24.8% of its 13F dollars, 28.4% of its 67 holders
Largest institutions holding both
| Firm | XBJL | ISEP |
|---|---|---|
| Cetera Investment Advisers | $9.6M | $2.2M |
| HighTower Advisors, LLC | $5.1M | $984K |
| Osaic Holdings, Inc. | $3.5M | $1.2M |
| Commonwealth Equity Services, LLC | $849K | $2.8M |
| Blue Bell Private Wealth Management, LLC | $3.3M | $14K |
| Susquehanna International Group, LLP | $827K | $1.7M |
| Kestra Advisory Services, LLC | $1.3M | $778K |
| Snowden Capital Advisors LLC | $1.3M | $353K |
| Diligent Investors, LLC | $272K | $808K |
| LPL Financial LLC | $589K | $243K |
| Envestnet Asset Management Inc. | $450K | $262K |
| DHJJ Financial Advisors, Ltd. | $185K | $158K |
| Steward Partners Investment Advisory, LLC | $87K | $200K |
| Farther Finance Advisors, LLC | $275K | $1K |
| JPMorgan Chase & Co | $132K | $113K |
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: XBJL institutional holders, ISEP institutional holders.
Frequently asked questions
Do institutions hold both XBJL and ISEP?
19 Form 13F filers report positions in both, out of 88 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%.