XOMX vs CONI overlap
2 institutions report holding both XOMX and CONI.
XOMXCONI
Pick 2 to 4 ETFs.
We don’t have holdings for CONI. 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.
2
institutions report holding both, of 11 holding any
XOMX63.1% of its 13F dollars, 66.7% of its 3 holders
CONI11.1% of its 13F dollars, 20.0% of its 10 holders
Largest institutions holding both
| Firm | XOMX | CONI |
|---|---|---|
| Optiver Holding B.V. | $1.4M | $215K |
| SBI Securities Co., Ltd. | $2K | $25K |
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: XOMX institutional holders, CONI institutional holders.
Frequently asked questions
Do institutions hold both XOMX and CONI?
2 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%.