SPXT vs BATT overlap
SPXT and BATT overlap 3.4% by weight, across 3 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | SPXT | BATT | Overlap |
|---|---|---|---|
| Tesla Inc.TSLA | 3.06% | 7.52% | 3.06% |
| Freeport-McMoranFCX | 0.24% | 5.45% | 0.24% |
| Albemarle Corp.ALB | 0.05% | 1.52% | 0.05% |
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: SPXT, SEC Form N-PORT, May 31, 2026; BATT, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | SPXT | BATT |
|---|---|---|
| Raymond James Financial Inc. | $467K | $9.7M |
| Susquehanna International Group, LLP | $2.7M | $285K |
| LPL Financial LLC | $1.2M | $1.4M |
| Beacon Pointe Advisors, LLC | $779K | $550K |
| Osaic Holdings, Inc. | $535K | $472K |
| Commonwealth Equity Services, LLC | $312K | $247K |
| Bank of Montreal | $68K | $10K |
| Morgan Stanley | $13K | $59K |
| FMR LLC | $66K | $5K |
| Simplex Trading, LLC | $2K | $5K |
| Wells Fargo & Company | $5K | $13 |
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: SPXT institutional holders, BATT institutional holders.
Frequently asked questions
How much do SPXT and BATT overlap?
3.4% by weight, with 3 holdings in common, using holdings for SPXT as of May 31, 2026 and BATT as of June 30, 2026. The largest shared position is TSLA.
Do institutions hold both SPXT and BATT?
11 Form 13F filers report positions in both, out of 71 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%.