XDSQ vs IFEB overlap
17 institutions report holding both XDSQ and IFEB.
XDSQIFEB
Pick 2 to 4 ETFs.
We don’t have holdings for XDSQ, IFEB. 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.
17
institutions report holding both, of 98 holding any
XDSQ33.9% of its 13F dollars, 37.8% of its 45 holders
IFEB34.4% of its 13F dollars, 24.3% of its 70 holders
Largest institutions holding both
| Firm | XDSQ | IFEB |
|---|---|---|
| Osaic Holdings, Inc. | $3.3M | $2.1M |
| Commonwealth Equity Services, LLC | $1.1M | $2.9M |
| Cetera Investment Advisers | $2.1M | $1.5M |
| Harbour Investments, Inc. | $22K | $3.6M |
| First Commonwealth Financial Corp | $2.4M | $269K |
| HighTower Advisors, LLC | $2.2M | $355K |
| Cambridge Investment Research Advisors, Inc. | $1.3M | $616K |
| Old Mission Capital LLC | $1.1M | $618K |
| Envestnet Asset Management Inc. | $394K | $1.1M |
| LPL Financial LLC | $355K | $875K |
| Susquehanna International Group, LLP | $377K | $410K |
| Financial Network Wealth Advisors LLC | $140K | $41K |
| IFP Advisors, Inc | $38K | $129K |
| DHJJ Financial Advisors, Ltd. | $817 | $152K |
| AE Wealth Management LLC | $34K | $41K |
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, IFEB institutional holders.
Frequently asked questions
Do institutions hold both XDSQ and IFEB?
17 Form 13F filers report positions in both, out of 98 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%.