XAIX vs IBLC overlap

XAIX and IBLC overlap 6.1% by weight, across 2 shared holdings.

XAIXIBLC

Pick 2 to 4 ETFs.

6.1%

overlap by weight, across 2 shared holdings

XAIX6.1% of the fund is in shared holdings, of 91

IBLC8.0% of the fund is in shared holdings, of 41

Top shared holdings

Holding	XAIX	IBLC	Overlap
Nvidia Corp.NVDA	3.71%	3.99%	3.71%
IBMIBM	2.40%	4.03%	2.40%

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: XAIX, SEC Form N-PORT, May 31, 2026; IBLC, SEC Form N-PORT, June 30, 2026.

institutions report holding both, of 77 holding any

XAIX5.8% of its 13F dollars, 8.3% of its 48 holders

IBLC11.6% of its 13F dollars, 12.1% of its 33 holders

Largest institutions holding both

Firm	XAIX	IBLC
WCG Wealth Advisors LLC	$738K	$1.0M
Osaic Holdings, Inc.	$225K	$1.5M
Creative Planning	$282K	$521K
Morgan Stanley	$265K	$1K

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: XAIX institutional holders, IBLC institutional holders.

Frequently asked questions

How much do XAIX and IBLC overlap?

6.1% by weight, with 2 holdings in common, using holdings for XAIX as of May 31, 2026 and IBLC as of June 30, 2026. The largest shared position is NVDA.

Do institutions hold both XAIX and IBLC?

4 Form 13F filers report positions in both, out of 77 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%.