XIMR vs MART overlap
8 institutions report holding both XIMR and MART.
XIMRMART
Pick 2 to 4 ETFs.
We don’t have holdings for MART. 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.
8
institutions report holding both, of 38 holding any
XIMR61.1% of its 13F dollars, 33.3% of its 24 holders
MART36.7% of its 13F dollars, 36.4% of its 22 holders
Largest institutions holding both
| Firm | XIMR | MART |
|---|---|---|
| Cetera Investment Advisers | $12.2M | $421K |
| Osaic Holdings, Inc. | $58K | $3.4M |
| Susquehanna International Group, LLP | $1.7M | $1.3M |
| Commonwealth Equity Services, LLC | $247K | $2.7M |
| Kestra Advisory Services, LLC | $663K | $406K |
| Envestnet Asset Management Inc. | $429K | $638K |
| Harbour Investments, Inc. | $440K | $617K |
| Focus Financial Network, Inc. | $322K | $224K |
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: XIMR institutional holders, MART institutional holders.
Frequently asked questions
Do institutions hold both XIMR and MART?
8 Form 13F filers report positions in both, out of 38 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%.