XMAY vs APRH overlap
5 institutions report holding both XMAY and APRH.
XMAYAPRH
Pick 2 to 4 ETFs.
We don’t have holdings for XMAY, APRH. 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.
5
institutions report holding both, of 40 holding any
XMAY33.6% of its 13F dollars, 25.0% of its 20 holders
APRH16.1% of its 13F dollars, 20.0% of its 25 holders
Largest institutions holding both
| Firm | XMAY | APRH |
|---|---|---|
| Osaic Holdings, Inc. | $2.0M | $23K |
| Susquehanna International Group, LLP | $812K | $652K |
| Commonwealth Equity Services, LLC | $657K | $703K |
| LPL Financial LLC | $481K | $437K |
| Farther Finance Advisors, LLC | $6K | $29K |
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: XMAY institutional holders, APRH institutional holders.
Frequently asked questions
Do institutions hold both XMAY and APRH?
5 Form 13F filers report positions in both, out of 40 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%.