XRPZ vs UPAR overlap
3 institutions report holding both XRPZ and UPAR.
XRPZUPAR
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.
3
institutions report holding both, of 50 holding any
XRPZ0.4% of its 13F dollars, 6.7% of its 45 holders
UPAR96.1% of its 13F dollars, 37.5% of its 8 holders
Largest institutions holding both
| Firm | XRPZ | UPAR |
|---|---|---|
| MAI Capital Management | $131K | $33.4M |
| Farther Finance Advisors, LLC | $284 | $131K |
| Fiduciary Financial Advisors | $20K | $12K |
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, UPAR institutional holders.
Frequently asked questions
Do institutions hold both XRPZ and UPAR?
3 Form 13F filers report positions in both, out of 50 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%.