XIDE vs UXOC overlap
3 institutions report holding both XIDE and UXOC.
XIDEUXOC
Pick 2 to 4 ETFs.
We don’t have holdings for UXOC. 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.
3
institutions report holding both, of 39 holding any
XIDE13.9% of its 13F dollars, 10.3% of its 29 holders
UXOC9.8% of its 13F dollars, 23.1% of its 13 holders
Largest institutions holding both
| Firm | XIDE | UXOC |
|---|---|---|
| Susquehanna International Group, LLP | $2.5M | $726K |
| World Equity Group, Inc. | $272K | $1.2M |
| UBS Group AG | $4K | $26K |
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, UXOC institutional holders.
Frequently asked questions
Do institutions hold both XIDE and UXOC?
3 Form 13F filers report positions in both, out of 39 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%.