XISE vs APRP overlap
4 institutions report holding both XISE and APRP.
XISEAPRP
Pick 2 to 4 ETFs.
We don’t have holdings for APRP. 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.
4
institutions report holding both, of 53 holding any
XISE9.7% of its 13F dollars, 9.5% of its 42 holders
APRP6.7% of its 13F dollars, 26.7% of its 15 holders
Largest institutions holding both
| Firm | XISE | APRP |
|---|---|---|
| Cetera Investment Advisers | $1.4M | $995K |
| Kestra Advisory Services, LLC | $945K | $338K |
| DHJJ Financial Advisors, Ltd. | $305 | $306K |
| UBS Group AG | $1K | $325 |
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: XISE institutional holders, APRP institutional holders.
Frequently asked questions
Do institutions hold both XISE and APRP?
4 Form 13F filers report positions in both, out of 53 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%.