XSEP vs IFLR overlap
8 institutions report holding both XSEP and IFLR.
XSEPIFLR
Pick 2 to 4 ETFs.
We don’t have holdings for XSEP, IFLR. 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.
8
institutions report holding both, of 94 holding any
XSEP32.8% of its 13F dollars, 11.4% of its 70 holders
IFLR27.9% of its 13F dollars, 25.0% of its 32 holders
Largest institutions holding both
| Firm | XSEP | IFLR |
|---|---|---|
| Envestnet Asset Management Inc. | $13.1M | $18.1M |
| Commonwealth Equity Services, LLC | $13.2M | $4.4M |
| Mariner, LLC | $1.6M | $294K |
| Signal Advisors Wealth, LLC | $1.1M | $657K |
| Farther Finance Advisors, LLC | $98K | $1.2M |
| Harbour Investments, Inc. | $246K | $721K |
| Capital Investment Advisory Services, LLC | $68K | $72K |
| Ashton Thomas Private Wealth, LLC | $107K | $2K |
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, IFLR institutional holders.
Frequently asked questions
Do institutions hold both XSEP and IFLR?
8 Form 13F filers report positions in both, out of 94 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%.