XJAN vs FEBM overlap
13 institutions report holding both XJAN and FEBM.
XJANFEBM
Pick 2 to 4 ETFs.
We don’t have holdings for XJAN, FEBM. 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.
13
institutions report holding both, of 60 holding any
XJAN53.3% of its 13F dollars, 39.4% of its 33 holders
FEBM30.2% of its 13F dollars, 32.5% of its 40 holders
Largest institutions holding both
| Firm | XJAN | FEBM |
|---|---|---|
| Ashton Thomas Private Wealth, LLC | $3.2M | $25K |
| Susquehanna International Group, LLP | $1.7M | $1.3M |
| Cetera Investment Advisers | $1.5M | $1.3M |
| Commonwealth Equity Services, LLC | $1.2M | $834K |
| Kestra Advisory Services, LLC | $1.0M | $522K |
| Osaic Holdings, Inc. | $1.3M | $200K |
| Harbour Investments, Inc. | $334K | $1.2M |
| Sequent Planning LLC | $1.2M | $248K |
| Envestnet Asset Management Inc. | $274K | $439K |
| LVZ, Inc. | $371K | $297K |
| LPL Financial LLC | $294K | $360K |
| Barclays PLC | $99K | $152K |
| Integrity Financial Corp | $25K | $222K |
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: XJAN institutional holders, FEBM institutional holders.
Frequently asked questions
Do institutions hold both XJAN and FEBM?
13 Form 13F filers report positions in both, out of 60 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%.