XSLV vs TRIO overlap
2 institutions report holding both XSLV and TRIO.
XSLVTRIO
Pick 2 to 4 ETFs.
We don’t have holdings for TRIO. 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.
2
institutions report holding both, of 102 holding any
XSLV8.7% of its 13F dollars, 2.0% of its 99 holders
TRIO0.3% of its 13F dollars, 40.0% of its 5 holders
Largest institutions holding both
| Firm | XSLV | TRIO |
|---|---|---|
| UBS Group AG | $9.0M | $22K |
| Susquehanna International Group, LLP | $675K | $408K |
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: XSLV institutional holders, TRIO institutional holders.
Frequently asked questions
Do institutions hold both XSLV and TRIO?
2 Form 13F filers report positions in both, out of 102 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%.