XRPZ vs NETL overlap
7 institutions report holding both XRPZ and NETL.
XRPZNETL
Pick 2 to 4 ETFs.
We don’t have holdings for XRPZ. 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.
7
institutions report holding both, of 69 holding any
XRPZ75.0% of its 13F dollars, 15.6% of its 45 holders
NETL19.8% of its 13F dollars, 22.6% of its 31 holders
Largest institutions holding both
| Firm | XRPZ | NETL |
|---|---|---|
| Goldman Sachs Group Inc. | $25.4M | $1.1M |
| Morgan Stanley | $76K | $3.3M |
| MAI Capital Management | $131K | $2.0M |
| Jane Street Group, LLC | $456K | $215K |
| Cetera Investment Advisers | $130K | $284K |
| UMB Bank, n.a. | $84K | $66K |
| Mather Group, LLC. | $5K | $5K |
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: XRPZ institutional holders, NETL institutional holders.
Frequently asked questions
Do institutions hold both XRPZ and NETL?
7 Form 13F filers report positions in both, out of 69 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%.