XHLF vs IBTI overlap
41 institutions report holding both XHLF and IBTI.
XHLFIBTI
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.
41
institutions report holding both, of 345 holding any
XHLF15.7% of its 13F dollars, 31.5% of its 130 holders
IBTI31.9% of its 13F dollars, 16.0% of its 256 holders
Largest institutions holding both
| Firm | XHLF | IBTI |
|---|---|---|
| Bank of America Corp. | $44.5M | $67.7M |
| Focus Partners Wealth | $27.3M | $75.9M |
| Morgan Stanley | $7.8M | $76.9M |
| Bank of Montreal | $63.0M | $51K |
| Royal Bank of Canada | $35.3M | $12.0M |
| Raymond James Financial Inc. | $231K | $40.3M |
| Envestnet Asset Management Inc. | $2.5M | $29.7M |
| Brookstone Capital Management | $1.2M | $30.4M |
| UBS Group AG | $11K | $30.6M |
| LPL Financial LLC | $846K | $24.6M |
| Goldman Sachs Group Inc. | $21.1M | $1.3M |
| Stifel Financial Corp. | $206K | $12.3M |
| Commonwealth Equity Services, LLC | $202K | $12.1M |
| Cetera Investment Advisers | $7.6M | $2.7M |
| Janney Montgomery Scott LLC | $3.2M | $6.5M |
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, IBTI institutional holders.
Frequently asked questions
Do institutions hold both XHLF and IBTI?
41 Form 13F filers report positions in both, out of 345 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%.