XSEP vs EALT overlap
19 institutions report holding both XSEP and EALT.
XSEPEALT
Pick 2 to 4 ETFs.
We don’t have holdings for XSEP, EALT. 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.
19
institutions report holding both, of 109 holding any
XSEP64.2% of its 13F dollars, 27.1% of its 70 holders
EALT41.2% of its 13F dollars, 32.8% of its 58 holders
Largest institutions holding both
| Firm | XSEP | EALT |
|---|---|---|
| Commonwealth Equity Services, LLC | $13.2M | $4.9M |
| Envestnet Asset Management Inc. | $13.1M | $3.1M |
| Osaic Holdings, Inc. | $10.4M | $4.2M |
| Cetera Investment Advisers | $8.6M | $2.7M |
| Kestra Advisory Services, LLC | $7.6M | $303K |
| Brookstone Capital Management | $306K | $7.2M |
| Cambridge Investment Research Advisors, Inc. | $557K | $3.9M |
| Atria Investments, Inc | $625K | $2.6M |
| Susquehanna International Group, LLP | $1.2M | $1.8M |
| Farther Finance Advisors, LLC | $98K | $2.7M |
| Simplicity Wealth,LLC | $255K | $954K |
| Sequent Planning LLC | $548K | $576K |
| First Heartland Consultants, Inc. | $581K | $399K |
| Morgan Stanley | $2K | $926K |
| IFP Advisors, Inc | $288K | $194K |
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: XSEP institutional holders, EALT institutional holders.
Frequently asked questions
Do institutions hold both XSEP and EALT?
19 Form 13F filers report positions in both, out of 109 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%.