XBOC vs KJUN overlap
15 institutions report holding both XBOC and KJUN.
XBOCKJUN
Pick 2 to 4 ETFs.
We don’t have holdings for XBOC, KJUN. 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.
15
institutions report holding both, of 64 holding any
XBOC58.7% of its 13F dollars, 38.5% of its 39 holders
KJUN58.2% of its 13F dollars, 37.5% of its 40 holders
Largest institutions holding both
| Firm | XBOC | KJUN |
|---|---|---|
| Susquehanna International Group, LLP | $2.2M | $8.8M |
| Cetera Investment Advisers | $6.5M | $1.6M |
| Commonwealth Equity Services, LLC | $1.7M | $6.2M |
| Osaic Holdings, Inc. | $4.1M | $1.6M |
| Blue Bell Private Wealth Management, LLC | $3.9M | $158K |
| Kestra Advisory Services, LLC | $822K | $1.3M |
| Envestnet Asset Management Inc. | $860K | $653K |
| First Commonwealth Financial Corp | $1.2M | $255K |
| IFP Advisors, Inc | $676K | $159K |
| DHJJ Financial Advisors, Ltd. | $241K | $449K |
| Diligent Investors, LLC | $368K | $201K |
| Ashton Thomas Private Wealth, LLC | $7K | $400K |
| CoreCap Advisors, LLC | $13K | $312K |
| AE Wealth Management LLC | $63K | $60K |
| Steward Partners Investment Advisory, LLC | $12K | $33K |
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: XBOC institutional holders, KJUN institutional holders.
Frequently asked questions
Do institutions hold both XBOC and KJUN?
15 Form 13F filers report positions in both, out of 64 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%.