XHLF vs SLQD overlap
42 institutions report holding both XHLF and SLQD.
XHLFSLQD
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.
42
institutions report holding both, of 341 holding any
XHLF19.9% of its 13F dollars, 32.3% of its 130 holders
SLQD32.9% of its 13F dollars, 16.6% of its 253 holders
Largest institutions holding both
| Firm | XHLF | SLQD |
|---|---|---|
| Morgan Stanley | $7.8M | $128.2M |
| Royal Bank of Canada | $35.3M | $43.1M |
| Bank of America Corp. | $44.5M | $31.2M |
| Bank of Montreal | $63.0M | $2.4M |
| LPL Financial LLC | $846K | $59.8M |
| UBS Group AG | $11K | $57.3M |
| Raymond James Financial Inc. | $231K | $41.5M |
| Focus Partners Wealth | $27.3M | $252K |
| Goldman Sachs Group Inc. | $21.1M | $3.1M |
| Creative Financial Designs Inc. | $5K | $22.6M |
| Cetera Investment Advisers | $7.6M | $13.3M |
| Ameritas Advisory Services, LLC | $18.9M | $2.0M |
| Diversify Wealth Management, LLC | $14.8M | $402K |
| Diversify Advisory Services, LLC | $14.8M | $402K |
| Envestnet Asset Management Inc. | $2.5M | $10.6M |
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, SLQD institutional holders.
Frequently asked questions
Do institutions hold both XHLF and SLQD?
42 Form 13F filers report positions in both, out of 341 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%.