XTJL vs TAPR overlap
5 institutions report holding both XTJL and TAPR.
XTJLTAPR
Pick 2 to 4 ETFs.
We don’t have holdings for XTJL, TAPR. 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 24 holding any
XTJL45.1% of its 13F dollars, 33.3% of its 15 holders
TAPR16.1% of its 13F dollars, 35.7% of its 14 holders
Largest institutions holding both
| Firm | XTJL | TAPR |
|---|---|---|
| Susquehanna International Group, LLP | $1.4M | $708K |
| Old Mission Capital LLC | $889K | $336K |
| Osaic Holdings, Inc. | $778K | $28K |
| Barclays PLC | $201K | $48K |
| IFP Advisors, Inc | $370 | $42K |
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: XTJL institutional holders, TAPR institutional holders.
Frequently asked questions
Do institutions hold both XTJL and TAPR?
5 Form 13F filers report positions in both, out of 24 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%.