SPXN vs MDLV overlap
SPXN and MDLV overlap 9.1% by weight, across 25 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | SPXN | MDLV | Overlap |
|---|---|---|---|
| Exxon Mobil Corp.XOM | 1.07% | 3.79% | 1.07% |
| Johnson&JohnsonJNJ | 0.96% | 3.29% | 0.96% |
| Cisco SystemsCSCO | 0.84% | 3.82% | 0.84% |
| Chevron Corp.CVX | 0.61% | 2.87% | 0.61% |
| Coca-Cola Co/theKO | 0.54% | 2.94% | 0.54% |
| Merck & CoMRK | 0.52% | 2.41% | 0.52% |
| IBMIBM | 0.49% | 3.30% | 0.49% |
| Texas InstrumentTXN | 0.49% | 1.66% | 0.49% |
| Philip Morris inPM | 0.49% | 2.50% | 0.49% |
| Verizon CommunicVZ | 0.36% | 2.28% | 0.36% |
| McDonalds Corp.MCD | 0.35% | 2.41% | 0.35% |
| Pepsico Inc.PEP | 0.35% | 2.13% | 0.35% |
| At&T Inc.T | 0.31% | 2.73% | 0.31% |
| Union PAC Corp.UNP | 0.28% | 2.16% | 0.28% |
| Starbucks Corp.SBUX | 0.20% | 1.57% | 0.20% |
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: SPXN, SEC Form N-PORT, May 31, 2026; MDLV, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | SPXN | MDLV |
|---|---|---|
| Envestnet Asset Management Inc. | $1.3M | $17.6M |
| Goldman Sachs Group Inc. | $2.7M | $244K |
| EP Wealth Advisors, LLC | $193K | $160K |
| UBS Group AG | $5K | $31K |
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: SPXN institutional holders, MDLV institutional holders.
Frequently asked questions
How much do SPXN and MDLV overlap?
9.1% by weight, with 25 holdings in common, using holdings for SPXN as of May 31, 2026 and MDLV as of June 30, 2026. The largest shared position is XOM.
Do institutions hold both SPXN and MDLV?
4 Form 13F filers report positions in both, out of 31 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%.