XUSP vs SPBX overlap
4 institutions report holding both XUSP and SPBX.
XUSPSPBX
Pick 2 to 4 ETFs.
We don’t have holdings for XUSP. 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.
4
institutions report holding both, of 45 holding any
XUSP2.7% of its 13F dollars, 18.2% of its 22 holders
SPBX4.7% of its 13F dollars, 14.8% of its 27 holders
Largest institutions holding both
| Firm | XUSP | SPBX |
|---|---|---|
| Osaic Holdings, Inc. | $124K | $1.2M |
| Raymond James Financial Inc. | $706K | $260K |
| Centaurus Financial, Inc. | $160K | $248K |
| IFP Advisors, Inc | $33K | $54K |
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: XUSP institutional holders, SPBX institutional holders.
Frequently asked questions
Do institutions hold both XUSP and SPBX?
4 Form 13F filers report positions in both, out of 45 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%.