XBOC vs MAYU overlap
7 institutions report holding both XBOC and MAYU.
XBOCMAYU
Pick 2 to 4 ETFs.
We don’t have holdings for XBOC, MAYU. 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.
7
institutions report holding both, of 53 holding any
XBOC40.8% of its 13F dollars, 17.9% of its 39 holders
MAYU40.3% of its 13F dollars, 33.3% of its 21 holders
Largest institutions holding both
| Firm | XBOC | MAYU |
|---|---|---|
| Commonwealth Equity Services, LLC | $1.7M | $9.3M |
| Cetera Investment Advisers | $6.5M | $2.3M |
| Susquehanna International Group, LLP | $2.2M | $2.1M |
| Osaic Holdings, Inc. | $4.1M | $5K |
| Kestra Advisory Services, LLC | $822K | $1.4M |
| Old Mission Capital LLC | $436K | $422K |
| UBS Group AG | $9K | $205 |
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, MAYU institutional holders.
Frequently asked questions
Do institutions hold both XBOC and MAYU?
7 Form 13F filers report positions in both, out of 53 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%.