XSHD vs VIXM overlap
5 institutions report holding both XSHD and VIXM.
XSHDVIXM
Pick 2 to 4 ETFs.
We don’t have holdings for VIXM. 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.
5
institutions report holding both, of 49 holding any
XSHD13.8% of its 13F dollars, 13.5% of its 37 holders
VIXM13.0% of its 13F dollars, 29.4% of its 17 holders
Largest institutions holding both
| Firm | XSHD | VIXM |
|---|---|---|
| LPL Financial LLC | $1.9M | $213K |
| Morgan Stanley | $5K | $1.1M |
| Susquehanna International Group, LLP | $275K | $387K |
| Citadel Advisors LLC | $265K | $373K |
| Simplex Trading, LLC | $23K | $297K |
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: XSHD institutional holders, VIXM institutional holders.
Frequently asked questions
Do institutions hold both XSHD and VIXM?
5 Form 13F filers report positions in both, out of 49 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%.