XCOR vs WEAT overlap
5 institutions report holding both XCOR and WEAT.
XCORWEAT
Pick 2 to 4 ETFs.
We don’t have holdings for WEAT. 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.
5
institutions report holding both, of 58 holding any
XCOR3.0% of its 13F dollars, 35.7% of its 14 holders
WEAT19.6% of its 13F dollars, 10.2% of its 49 holders
Largest institutions holding both
| Firm | XCOR | WEAT |
|---|---|---|
| Susquehanna International Group, LLP | $757K | $10.3M |
| Compound Planning, Inc. | $875K | $227K |
| JPMorgan Chase & Co | $2K | $915K |
| Morgan Stanley | $132K | $260K |
| UBS Group AG | $25K | $4K |
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: XCOR institutional holders, WEAT institutional holders.
Frequently asked questions
Do institutions hold both XCOR and WEAT?
5 Form 13F filers report positions in both, out of 58 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%.