XHE vs PAYM overlap
8 institutions report holding both XHE and PAYM.
XHEPAYM
Pick 2 to 4 ETFs.
We don’t have holdings for PAYM. 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.
8
institutions report holding both, of 103 holding any
XHE50.6% of its 13F dollars, 10.5% of its 76 holders
PAYM30.7% of its 13F dollars, 22.9% of its 35 holders
Largest institutions holding both
| Firm | XHE | PAYM |
|---|---|---|
| AE Wealth Management LLC | $10K | $30.3M |
| JPMorgan Chase & Co | $28.2M | $2K |
| Morgan Stanley | $18.9M | $289K |
| UBS Group AG | $3.4M | $15K |
| Envestnet Asset Management Inc. | $1.5M | $601K |
| IFG Advisory, LLC | $8K | $277K |
| Northwestern Mutual Wealth Management Co | $47K | $728 |
| CoreCap Advisors, LLC | $9K | $427 |
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: XHE institutional holders, PAYM institutional holders.
Frequently asked questions
Do institutions hold both XHE and PAYM?
8 Form 13F filers report positions in both, out of 103 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%.