XBJL vs RBUF overlap
10 institutions report holding both XBJL and RBUF.
XBJLRBUF
Pick 2 to 4 ETFs.
We don’t have holdings for XBJL, RBUF. 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.
10
institutions report holding both, of 67 holding any
XBJL35.3% of its 13F dollars, 25.0% of its 40 holders
RBUF23.6% of its 13F dollars, 27.0% of its 37 holders
Largest institutions holding both
| Firm | XBJL | RBUF |
|---|---|---|
| Cetera Investment Advisers | $9.6M | $3.7M |
| Centaurus Financial, Inc. | $365K | $5.3M |
| Osaic Holdings, Inc. | $3.5M | $349K |
| Kestra Advisory Services, LLC | $1.3M | $541K |
| Commonwealth Equity Services, LLC | $849K | $338K |
| LPL Financial LLC | $589K | $240K |
| Envestnet Asset Management Inc. | $450K | $295K |
| AE Wealth Management LLC | $3K | $577K |
| Farther Finance Advisors, LLC | $275K | $86K |
| IFP Advisors, Inc | $30K | $11K |
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, RBUF institutional holders.
Frequently asked questions
Do institutions hold both XBJL and RBUF?
10 Form 13F filers report positions in both, out of 67 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%.