XTOC vs JULM overlap
3 institutions report holding both XTOC and JULM.
XTOCJULM
Pick 2 to 4 ETFs.
We don’t have holdings for XTOC, JULM. 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 53 holding any
XTOC16.7% of its 13F dollars, 15.0% of its 20 holders
JULM12.4% of its 13F dollars, 8.3% of its 36 holders
Largest institutions holding both
| Firm | XTOC | JULM |
|---|---|---|
| Susquehanna International Group, LLP | $827K | $801K |
| Osaic Holdings, Inc. | $979K | $77K |
| IFP Advisors, Inc | $361 | $454K |
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: XTOC institutional holders, JULM institutional holders.
Frequently asked questions
Do institutions hold both XTOC and JULM?
3 Form 13F filers report positions in both, out of 53 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%.