XDQQ vs SPBX overlap
11 institutions report holding both XDQQ and SPBX.
XDQQSPBX
Pick 2 to 4 ETFs.
We don’t have holdings for XDQQ. 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.
11
institutions report holding both, of 51 holding any
XDQQ29.9% of its 13F dollars, 31.4% of its 35 holders
SPBX56.5% of its 13F dollars, 40.7% of its 27 holders
Largest institutions holding both
| Firm | XDQQ | SPBX |
|---|---|---|
| Cambridge Investment Research Advisors, Inc. | $1.0M | $10.3M |
| Commonwealth Equity Services, LLC | $3.4M | $2.6M |
| AE Wealth Management LLC | $34K | $5.4M |
| Cetera Investment Advisers | $4.5M | $378K |
| Osaic Holdings, Inc. | $474K | $1.2M |
| Old Mission Capital LLC | $1.1M | $444K |
| LPL Financial LLC | $262K | $696K |
| Steward Partners Investment Advisory, LLC | $345K | $96K |
| Centaurus Financial, Inc. | $160K | $248K |
| IFP Advisors, Inc | $8K | $54K |
| Harbour Investments, Inc. | $17K | $3K |
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: XDQQ institutional holders, SPBX institutional holders.
Frequently asked questions
Do institutions hold both XDQQ and SPBX?
11 Form 13F filers report positions in both, out of 51 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%.