XHLF vs FLTR overlap
39 institutions report holding both XHLF and FLTR.
XHLFFLTR
Pick 2 to 4 ETFs.
We don’t have holdings for XHLF. 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.
39
institutions report holding both, of 346 holding any
XHLF15.5% of its 13F dollars, 30.0% of its 130 holders
FLTR33.3% of its 13F dollars, 15.3% of its 255 holders
Largest institutions holding both
| Firm | XHLF | FLTR |
|---|---|---|
| Bank of America Corp. | $44.5M | $87.2M |
| LPL Financial LLC | $846K | $109.5M |
| Morgan Stanley | $7.8M | $65.4M |
| Bank of Montreal | $63.0M | $487K |
| Raymond James Financial Inc. | $231K | $52.4M |
| UBS Group AG | $11K | $46.2M |
| Royal Bank of Canada | $35.3M | $4.4M |
| Cambridge Investment Research Advisors, Inc. | $842K | $29.5M |
| Silver Oak Securities, Incorporated | $17.5M | $3.1M |
| MML Investors Services, LLC | $4.6M | $15.2M |
| Ameritas Advisory Services, LLC | $18.9M | $404K |
| Cetera Investment Advisers | $7.6M | $10.1M |
| Envestnet Asset Management Inc. | $2.5M | $12.5M |
| Osaic Holdings, Inc. | $824K | $9.7M |
| Stifel Financial Corp. | $206K | $10.1M |
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: XHLF institutional holders, FLTR institutional holders.
Frequently asked questions
Do institutions hold both XHLF and FLTR?
39 Form 13F filers report positions in both, out of 346 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%.