XJUL vs MARU overlap
4 institutions report holding both XJUL and MARU.
XJULMARU
Pick 2 to 4 ETFs.
We don’t have holdings for XJUL, MARU. 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 51 holding any
XJUL15.6% of its 13F dollars, 9.1% of its 44 holders
MARU8.6% of its 13F dollars, 36.4% of its 11 holders
Largest institutions holding both
| Firm | XJUL | MARU |
|---|---|---|
| Susquehanna International Group, LLP | $2.0M | $2.0M |
| Commonwealth Equity Services, LLC | $2.3M | $420K |
| IFP Advisors, Inc | $477K | $920 |
| Farther Finance Advisors, LLC | $45K | $265K |
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: XJUL institutional holders, MARU institutional holders.
Frequently asked questions
Do institutions hold both XJUL and MARU?
4 Form 13F filers report positions in both, out of 51 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%.