XIDE vs KMAR overlap
7 institutions report holding both XIDE and KMAR.
XIDEKMAR
Pick 2 to 4 ETFs.
We don’t have holdings for KMAR. 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.
7
institutions report holding both, of 55 holding any
XIDE36.6% of its 13F dollars, 24.1% of its 29 holders
KMAR32.5% of its 13F dollars, 21.2% of its 33 holders
Largest institutions holding both
| Firm | XIDE | KMAR |
|---|---|---|
| Susquehanna International Group, LLP | $2.5M | $723K |
| Cetera Investment Advisers | $751K | $2.2M |
| Harbour Investments, Inc. | $2.4M | $94K |
| Commonwealth Equity Services, LLC | $447K | $1.8M |
| Kestra Advisory Services, LLC | $673K | $975K |
| Envestnet Asset Management Inc. | $443K | $425K |
| Osaic Holdings, Inc. | $35K | $244K |
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: XIDE institutional holders, KMAR institutional holders.
Frequently asked questions
Do institutions hold both XIDE and KMAR?
7 Form 13F filers report positions in both, out of 55 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%.