SHLD vs IXN overlap
SHLD and IXN overlap 0.9% by weight, across 1 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | SHLD | IXN | Overlap |
|---|---|---|---|
| Palantir Techn-aPLTR | 7.07% | 0.95% | 0.95% |
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: SHLD, SEC Form N-PORT, May 31, 2026; IXN, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | SHLD | IXN |
|---|---|---|
| Bank of America Corp. | $604.8M | $312.9M |
| Phoenix Financial Ltd. | $4.9M | $578.7M |
| LPL Financial LLC | $315.9M | $139.6M |
| JPMorgan Chase & Co | $257.7M | $193.8M |
| Morgan Stanley | $217.1M | $154.4M |
| Bank of Montreal | $187.5M | $10.9M |
| Royal Bank of Canada | $41.8M | $128.2M |
| Wells Fargo & Company | $869K | $147.8M |
| Cambridge Investment Research Advisors, Inc. | $26.2M | $119.4M |
| Raymond James Financial Inc. | $74.3M | $40.2M |
| Envestnet Asset Management Inc. | $81.4M | $30.4M |
| UBS Group AG | $43.4M | $63.3M |
| Osaic Holdings, Inc. | $59.5M | $28.4M |
| BlackRock, Inc. | $912K | $78.3M |
| OneDigital Investment Advisors LLC | $73.5M | $2.0M |
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: SHLD institutional holders, IXN institutional holders.
Frequently asked questions
How much do SHLD and IXN overlap?
0.9% by weight, with 1 holdings in common, using holdings for SHLD as of May 31, 2026 and IXN as of June 30, 2026. The largest shared position is PLTR.
Do institutions hold both SHLD and IXN?
228 Form 13F filers report positions in both, out of 940 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%.