XMAG vs DYLD overlap
4 institutions report holding both XMAG and DYLD.
XMAGDYLD
Pick 2 to 4 ETFs.
We don’t have holdings for DYLD. 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 52 holding any
XMAG3.0% of its 13F dollars, 10.0% of its 40 holders
DYLD1.2% of its 13F dollars, 25.0% of its 16 holders
Largest institutions holding both
| Firm | XMAG | DYLD |
|---|---|---|
| Cambridge Investment Research Advisors, Inc. | $862K | $412K |
| Osaic Holdings, Inc. | $163K | $5K |
| Global Retirement Partners, LLC | $2K | $11K |
| AE Wealth Management LLC | $3K | $5 |
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: XMAG institutional holders, DYLD institutional holders.
Frequently asked questions
Do institutions hold both XMAG and DYLD?
4 Form 13F filers report positions in both, out of 52 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%.