XRPI vs STAX overlap
2 institutions report holding both XRPI and STAX.
XRPISTAX
Pick 2 to 4 ETFs.
We don’t have holdings for XRPI. 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 42 holding any
XRPI10.7% of its 13F dollars, 5.1% of its 39 holders
STAX4.3% of its 13F dollars, 40.0% of its 5 holders
Largest institutions holding both
| Firm | XRPI | STAX |
|---|---|---|
| UBS Group AG | $1.1M | $203K |
| Jane Street Group, LLC | $82K | $279K |
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: XRPI institutional holders, STAX institutional holders.
Frequently asked questions
Do institutions hold both XRPI and STAX?
2 Form 13F filers report positions in both, out of 42 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%.