XBOC vs SMAY overlap
15 institutions report holding both XBOC and SMAY.
XBOCSMAY
Pick 2 to 4 ETFs.
We don’t have holdings for XBOC, SMAY. 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 90 holding any
XBOC56.4% of its 13F dollars, 38.5% of its 39 holders
SMAY34.0% of its 13F dollars, 22.7% of its 66 holders
Largest institutions holding both
| Firm | XBOC | SMAY |
|---|---|---|
| Cetera Investment Advisers | $6.5M | $3.0M |
| Osaic Holdings, Inc. | $4.1M | $2.4M |
| Susquehanna International Group, LLP | $2.2M | $2.3M |
| Blue Bell Private Wealth Management, LLC | $3.9M | $117K |
| Commonwealth Equity Services, LLC | $1.7M | $1.5M |
| Envestnet Asset Management Inc. | $860K | $1.3M |
| Kestra Advisory Services, LLC | $822K | $1.1M |
| Diligent Investors, LLC | $368K | $599K |
| IFP Advisors, Inc | $676K | $15K |
| GTS Securities LLC | $316K | $234K |
| DHJJ Financial Advisors, Ltd. | $241K | $266K |
| Pinnacle Wealth Planning Services, Inc. | $46K | $163K |
| Steward Partners Investment Advisory, LLC | $12K | $105K |
| AE Wealth Management LLC | $63K | $20K |
| Ashton Thomas Private Wealth, LLC | $7K | $13K |
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, SMAY institutional holders.
Frequently asked questions
Do institutions hold both XBOC and SMAY?
15 Form 13F filers report positions in both, out of 90 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%.