XTAP vs APRJ overlap
5 institutions report holding both XTAP and APRJ.
XTAPAPRJ
Pick 2 to 4 ETFs.
We don’t have holdings for XTAP, APRJ. 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 33 holding any
XTAP10.0% of its 13F dollars, 38.5% of its 13 holders
APRJ18.8% of its 13F dollars, 20.0% of its 25 holders
Largest institutions holding both
| Firm | XTAP | APRJ |
|---|---|---|
| Commonwealth Equity Services, LLC | $1.3M | $1.8M |
| Susquehanna International Group, LLP | $395K | $1.2M |
| Osaic Holdings, Inc. | $22K | $131K |
| DHJJ Financial Advisors, Ltd. | $11K | $5K |
| IFP Advisors, Inc | $5K | $4K |
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: XTAP institutional holders, APRJ institutional holders.
Frequently asked questions
Do institutions hold both XTAP and APRJ?
5 Form 13F filers report positions in both, out of 33 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%.