XRPC vs FSOL overlap
5 institutions report holding both XRPC and FSOL.
XRPCFSOL
Pick 2 to 4 ETFs.
We don’t have holdings for XRPC, FSOL. 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 54 holding any
XRPC50.1% of its 13F dollars, 12.2% of its 41 holders
FSOL63.9% of its 13F dollars, 27.8% of its 18 holders
Largest institutions holding both
| Firm | XRPC | FSOL |
|---|---|---|
| Goldman Sachs Group Inc. | $19.5M | $24.4M |
| US Bancorp | $9K | $35K |
| IFP Advisors, Inc | $964 | $5K |
| Farther Finance Advisors, LLC | $5K | $1K |
| Fiduciary Financial Advisors | $665 | $1K |
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: XRPC institutional holders, FSOL institutional holders.
Frequently asked questions
Do institutions hold both XRPC and FSOL?
5 Form 13F filers report positions in both, out of 54 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%.