XIDE vs XBFR overlap
5 institutions report holding both XIDE and XBFR.
XIDEXBFR
Pick 2 to 4 ETFs.
We don’t have holdings for XBFR. 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.
5
institutions report holding both, of 44 holding any
XIDE32.0% of its 13F dollars, 17.2% of its 29 holders
XBFR20.1% of its 13F dollars, 25.0% of its 20 holders
Largest institutions holding both
| Firm | XIDE | XBFR |
|---|---|---|
| Susquehanna International Group, LLP | $2.5M | $929K |
| Commonwealth Equity Services, LLC | $447K | $2.5M |
| Harbour Investments, Inc. | $2.4M | $16K |
| Cetera Investment Advisers | $751K | $334K |
| Keystone Wealth Services, LLC | $221K | $316K |
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, XBFR institutional holders.
Frequently asked questions
Do institutions hold both XIDE and XBFR?
5 Form 13F filers report positions in both, out of 44 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%.