XIDE vs XFEB overlap
10 institutions report holding both XIDE and XFEB.
XIDEXFEB
Pick 2 to 4 ETFs.
We don’t have holdings for XFEB. 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.
10
institutions report holding both, of 45 holding any
XIDE44.8% of its 13F dollars, 34.5% of its 29 holders
XFEB41.6% of its 13F dollars, 38.5% of its 26 holders
Largest institutions holding both
| Firm | XIDE | XFEB |
|---|---|---|
| Susquehanna International Group, LLP | $2.5M | $567K |
| Harbour Investments, Inc. | $2.4M | $510K |
| Commonwealth Equity Services, LLC | $447K | $2.1M |
| Osaic Holdings, Inc. | $35K | $2.5M |
| Cetera Investment Advisers | $751K | $762K |
| Kestra Advisory Services, LLC | $673K | $812K |
| OneDigital Investment Advisors LLC | $832K | $450K |
| Uptick Partners, LLC | $807K | $294K |
| Sequent Planning LLC | $396K | $309K |
| Barclays PLC | $30K | $207K |
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, XFEB institutional holders.
Frequently asked questions
Do institutions hold both XIDE and XFEB?
10 Form 13F filers report positions in both, out of 45 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%.