XHS vs FXF overlap
23 institutions report holding both XHS and FXF.
XHSFXF
Pick 2 to 4 ETFs.
We don’t have holdings for FXF. 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.
23
institutions report holding both, of 133 holding any
XHS30.1% of its 13F dollars, 33.3% of its 69 holders
FXF41.7% of its 13F dollars, 26.4% of its 87 holders
Largest institutions holding both
| Firm | XHS | FXF |
|---|---|---|
| Morgan Stanley | $4.1M | $10.7M |
| Susquehanna International Group, LLP | $2.0M | $10.0M |
| LPL Financial LLC | $7.1M | $2.5M |
| Wells Fargo & Company | $2.2M | $3.9M |
| Spire Wealth Management | $3.7M | $19K |
| Raymond James Financial Inc. | $3.1M | $421K |
| UBS Group AG | $696K | $2.6M |
| Bank of America Corp. | $1.7M | $1.3M |
| Integrated Wealth Concepts LLC | $2.3M | $22K |
| Envestnet Asset Management Inc. | $212K | $2.1M |
| Commonwealth Equity Services, LLC | $356K | $1.6M |
| Osaic Holdings, Inc. | $216K | $1.8M |
| Qube Research & Technologies Ltd | $42K | $871K |
| Royal Bank of Canada | $326K | $474K |
| Bank of Montreal | $91K | $394K |
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: XHS institutional holders, FXF institutional holders.
Frequently asked questions
Do institutions hold both XHS and FXF?
23 Form 13F filers report positions in both, out of 133 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%.