XBOC vs KMAY overlap
12 institutions report holding both XBOC and KMAY.
XBOCKMAY
Pick 2 to 4 ETFs.
We don’t have holdings for XBOC, KMAY. 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.
12
institutions report holding both, of 66 holding any
XBOC47.4% of its 13F dollars, 30.8% of its 39 holders
KMAY27.6% of its 13F dollars, 30.8% of its 39 holders
Largest institutions holding both
| Firm | XBOC | KMAY |
|---|---|---|
| Cetera Investment Advisers | $6.5M | $1.4M |
| Osaic Holdings, Inc. | $4.1M | $3.2M |
| Susquehanna International Group, LLP | $2.2M | $1.4M |
| Commonwealth Equity Services, LLC | $1.7M | $1.6M |
| First Commonwealth Financial Corp | $1.2M | $805K |
| Diligent Investors, LLC | $368K | $977K |
| Kestra Advisory Services, LLC | $822K | $460K |
| Old Mission Capital LLC | $436K | $361K |
| IFP Advisors, Inc | $676K | $52K |
| DHJJ Financial Advisors, Ltd. | $241K | $189K |
| UBS Group AG | $9K | $38K |
| Ashton Thomas Private Wealth, LLC | $7K | $21K |
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, KMAY institutional holders.
Frequently asked questions
Do institutions hold both XBOC and KMAY?
12 Form 13F filers report positions in both, out of 66 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%.