XDSQ vs FEBU overlap
9 institutions report holding both XDSQ and FEBU.
XDSQFEBU
Pick 2 to 4 ETFs.
We don’t have holdings for XDSQ, FEBU. 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.
9
institutions report holding both, of 57 holding any
XDSQ19.5% of its 13F dollars, 20.0% of its 45 holders
FEBU7.5% of its 13F dollars, 42.9% of its 21 holders
Largest institutions holding both
| Firm | XDSQ | FEBU |
|---|---|---|
| Osaic Holdings, Inc. | $3.3M | $56K |
| Cetera Investment Advisers | $2.1M | $245K |
| Commonwealth Equity Services, LLC | $1.1M | $747K |
| Arax Advisory Partners | $1.2M | $589K |
| Susquehanna International Group, LLP | $377K | $684K |
| LPL Financial LLC | $355K | $320K |
| Harbour Investments, Inc. | $22K | $358K |
| Farther Finance Advisors, LLC | $9K | $296K |
| IFP Advisors, Inc | $38K | $16K |
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: XDSQ institutional holders, FEBU institutional holders.
Frequently asked questions
Do institutions hold both XDSQ and FEBU?
9 Form 13F filers report positions in both, out of 57 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%.