PXE vs NATO overlap
PXE and NATO overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
These funds hold nothing in common.
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: PXE, SEC Form N-PORT, July 31, 2026; NATO, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | PXE | NATO |
|---|---|---|
| LPL Financial LLC | $1.7M | $6.7M |
| Cetera Investment Advisers | $3.8M | $2.6M |
| Commonwealth Equity Services, LLC | $214K | $3.9M |
| Raymond James Financial Inc. | $1.8M | $1.6M |
| Steward Partners Investment Advisory, LLC | $7K | $2.1M |
| Arax Advisory Partners | $75K | $698K |
| Envestnet Asset Management Inc. | $279K | $492K |
| Royal Bank of Canada | $38K | $161K |
| Federation des caisses Desjardins du Quebec | $12K | $143K |
| Harbour Investments, Inc. | $17K | $7K |
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: PXE institutional holders, NATO institutional holders.
Frequently asked questions
How much do PXE and NATO overlap?
0.0% by weight, with 0 holdings in common, using holdings for PXE as of July 31, 2026 and NATO as of June 30, 2026.
Do institutions hold both PXE and NATO?
10 Form 13F filers report positions in both, out of 64 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%.