XMAR vs XBAP overlap
16 institutions report holding both XMAR and XBAP.
XMARXBAP
Pick 2 to 4 ETFs.
We don’t have holdings for XMAR, XBAP. 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.
16
institutions report holding both, of 98 holding any
XMAR47.1% of its 13F dollars, 22.5% of its 71 holders
XBAP23.9% of its 13F dollars, 37.2% of its 43 holders
Largest institutions holding both
| Firm | XMAR | XBAP |
|---|---|---|
| Cetera Investment Advisers | $12.8M | $12.7M |
| Osaic Holdings, Inc. | $10.7M | $5.1M |
| Envestnet Asset Management Inc. | $9.1M | $1.4M |
| Commonwealth Equity Services, LLC | $9.1M | $642K |
| Kestra Advisory Services, LLC | $4.1M | $1.2M |
| Blue Bell Private Wealth Management, LLC | $4.5M | $447K |
| Susquehanna International Group, LLP | $748K | $3.2M |
| CreativeOne Wealth, LLC | $1.3M | $360K |
| Summit Financial, LLC | $476K | $581K |
| DHJJ Financial Advisors, Ltd. | $158K | $449K |
| Steward Partners Investment Advisory, LLC | $381K | $34K |
| Barclays PLC | $196K | $200K |
| IMG Wealth Management, Inc. | $226K | $57K |
| IFP Advisors, Inc | $42K | $73K |
| Ashton Thomas Private Wealth, LLC | $29K | $7K |
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: XMAR institutional holders, XBAP institutional holders.
Frequently asked questions
Do institutions hold both XMAR and XBAP?
16 Form 13F filers report positions in both, out of 98 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%.