XOCT vs EJUL overlap
17 institutions report holding both XOCT and EJUL.
XOCTEJUL
Pick 2 to 4 ETFs.
We don’t have holdings for XOCT, EJUL. 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.
17
institutions report holding both, of 101 holding any
XOCT39.6% of its 13F dollars, 39.5% of its 43 holders
EJUL28.5% of its 13F dollars, 22.7% of its 75 holders
Largest institutions holding both
| Firm | XOCT | EJUL |
|---|---|---|
| Envestnet Asset Management Inc. | $7.6M | $1.1M |
| Cetera Investment Advisers | $4.6M | $1.7M |
| Kestra Advisory Services, LLC | $2.7M | $1.9M |
| Commonwealth Equity Services, LLC | $814K | $2.3M |
| Osaic Holdings, Inc. | $1.1M | $1.9M |
| Signal Advisors Wealth, LLC | $967K | $1.9M |
| Diligent Investors, LLC | $1.1M | $1.5M |
| LPL Financial LLC | $395K | $1.1M |
| Arlington Capital Management, Inc. | $274K | $492K |
| IFP Advisors, Inc | $24K | $615K |
| Ashton Thomas Private Wealth, LLC | $543K | $7K |
| AE Wealth Management LLC | $284K | $124K |
| JPMorgan Chase & Co | $260K | $22 |
| Steward Partners Investment Advisory, LLC | $36K | $213K |
| Farther Finance Advisors, LLC | $13K | $199K |
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: XOCT institutional holders, EJUL institutional holders.
Frequently asked questions
Do institutions hold both XOCT and EJUL?
17 Form 13F filers report positions in both, out of 101 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%.