XISE vs EBUF overlap
6 institutions report holding both XISE and EBUF.
XISEEBUF
Pick 2 to 4 ETFs.
We don’t have holdings for EBUF. 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.
6
institutions report holding both, of 63 holding any
XISE13.5% of its 13F dollars, 14.3% of its 42 holders
EBUF23.4% of its 13F dollars, 22.2% of its 27 holders
Largest institutions holding both
| Firm | XISE | EBUF |
|---|---|---|
| Cetera Investment Advisers | $1.4M | $3.3M |
| Kestra Advisory Services, LLC | $945K | $734K |
| Cambridge Investment Research Advisors, Inc. | $429K | $906K |
| Harbour Investments, Inc. | $433K | $644K |
| Osaic Holdings, Inc. | $66K | $67K |
| Farther Finance Advisors, LLC | $14K | $30K |
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, EBUF institutional holders.
Frequently asked questions
Do institutions hold both XISE and EBUF?
6 Form 13F filers report positions in both, out of 63 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%.