XFEB vs UXOC overlap
2 institutions report holding both XFEB and UXOC.
XFEBUXOC
Pick 2 to 4 ETFs.
We don’t have holdings for XFEB, UXOC. 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.
2
institutions report holding both, of 37 holding any
XFEB8.1% of its 13F dollars, 7.7% of its 26 holders
UXOC4.7% of its 13F dollars, 15.4% of its 13 holders
Largest institutions holding both
| Firm | XFEB | UXOC |
|---|---|---|
| Brookstone Capital Management | $1.1M | $219K |
| Susquehanna International Group, LLP | $567K | $726K |
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: XFEB institutional holders, UXOC institutional holders.
Frequently asked questions
Do institutions hold both XFEB and UXOC?
2 Form 13F filers report positions in both, out of 37 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%.