EXI vs APIE overlap
EXI and APIE overlap 0.2% by weight, across 2 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | EXI | APIE | Overlap |
|---|---|---|---|
| Canadian PacificCP | 0.76% | 0.15% | 0.15% |
| Grupo Aeropo-ADRPAC | 0.10% | 0.08% | 0.08% |
Overlap by weight adds up the smaller weight of each holding the funds share, so 100% means identical portfolios. Long securities only: derivatives and cash vehicles are left out. Sources: EXI, SEC Form N-PORT, June 30, 2026; APIE, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | EXI | APIE |
|---|---|---|
| Envestnet Asset Management Inc. | $1.1M | $512.9M |
| LPL Financial LLC | $7.5M | $41.1M |
| Morgan Stanley | $33.3M | $164K |
| Cetera Investment Advisers | $514K | $9.6M |
| Osaic Holdings, Inc. | $885K | $8.3M |
| Susquehanna International Group, LLP | $5.8M | $2.1M |
| Commonwealth Equity Services, LLC | $6.1M | $710K |
| Cambridge Investment Research Advisors, Inc. | $4.9M | $786K |
| UBS Group AG | $3.9M | $86K |
| Spire Wealth Management | $60K | $3.7M |
| Farther Finance Advisors, LLC | $77K | $2.1M |
| Mariner, LLC | $867K | $715K |
| HRT Financial LP | $437K | $888K |
| Jane Street Group, LLC | $558K | $703K |
| Sigma Planning Corp | $735K | $471K |
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: EXI institutional holders, APIE institutional holders.
Frequently asked questions
How much do EXI and APIE overlap?
0.2% by weight, with 2 holdings in common, using holdings for EXI as of June 30, 2026 and APIE as of May 31, 2026. The largest shared position is CP.
Do institutions hold both EXI and APIE?
20 Form 13F filers report positions in both, out of 156 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%.