ZMAR vs XBJA overlap
18 institutions report holding both ZMAR and XBJA.
ZMARXBJA
Pick 2 to 4 ETFs.
We don’t have holdings for ZMAR, XBJA. 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.
18
institutions report holding both, of 112 holding any
ZMAR30.2% of its 13F dollars, 21.2% of its 85 holders
XBJA48.1% of its 13F dollars, 40.0% of its 45 holders
Largest institutions holding both
| Firm | ZMAR | XBJA |
|---|---|---|
| Cetera Investment Advisers | $3.1M | $11.6M |
| Old Mission Capital LLC | $1.1M | $7.8M |
| Osaic Holdings, Inc. | $2.1M | $4.2M |
| Commonwealth Equity Services, LLC | $4.2M | $2.0M |
| Steward Partners Investment Advisory, LLC | $11K | $3.6M |
| Raymond James Financial Inc. | $2.9M | $264K |
| Kestra Advisory Services, LLC | $1.9M | $1.2M |
| Susquehanna International Group, LLP | $1.6M | $931K |
| Brookstone Capital Management | $943K | $559K |
| CreativeOne Wealth, LLC | $377K | $912K |
| MML Investors Services, LLC | $989K | $200K |
| AE Wealth Management LLC | $981K | $19K |
| Envestnet Asset Management Inc. | $477K | $363K |
| CoreCap Advisors, LLC | $132K | $525K |
| Farther Finance Advisors, LLC | $245K | $8K |
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: ZMAR institutional holders, XBJA institutional holders.
Frequently asked questions
Do institutions hold both ZMAR and XBJA?
18 Form 13F filers report positions in both, out of 112 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%.