XTJL vs TSEP overlap
2 institutions report holding both XTJL and TSEP.
XTJLTSEP
Pick 2 to 4 ETFs.
We don’t have holdings for XTJL, TSEP. 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 24 holding any
XTJL23.4% of its 13F dollars, 13.3% of its 15 holders
TSEP10.6% of its 13F dollars, 18.2% of its 11 holders
Largest institutions holding both
| Firm | XTJL | TSEP |
|---|---|---|
| Old Mission Capital LLC | $889K | $780K |
| Osaic Holdings, Inc. | $778K | $4 |
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, TSEP institutional holders.
Frequently asked questions
Do institutions hold both XTJL and TSEP?
2 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%.