XLSI vs HBR overlap
0 institutions report holding both XLSI and HBR.
XLSIHBR
Pick 2 to 4 ETFs.
We don’t have holdings for HBR. 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.
0
institutions report holding both, of 11 holding any
XLSI0.0% of its 13F dollars, 0.0% of its 1 holders
HBR0.0% of its 13F dollars, 0.0% of its 10 holders
Largest institutions holding both
No 13F filer reports holding both.
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: XLSI institutional holders, HBR institutional holders.
Frequently asked questions
Do institutions hold both XLSI and HBR?
0 Form 13F filers report positions in both, out of 11 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%.