XTJA vs LOCT overlap
3 institutions report holding both XTJA and LOCT.
XTJALOCT
Pick 2 to 4 ETFs.
We don’t have holdings for XTJA, LOCT. 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.
3
institutions report holding both, of 30 holding any
XTJA7.0% of its 13F dollars, 15.8% of its 19 holders
LOCT27.2% of its 13F dollars, 21.4% of its 14 holders
Largest institutions holding both
| Firm | XTJA | LOCT |
|---|---|---|
| Susquehanna International Group, LLP | $242K | $1.3M |
| UBS Group AG | $87K | $9K |
| Farther Finance Advisors, LLC | $306 | $67K |
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: XTJA institutional holders, LOCT institutional holders.
Frequently asked questions
Do institutions hold both XTJA and LOCT?
3 Form 13F filers report positions in both, out of 30 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%.