XAR vs TDIV overlap
XAR and TDIV 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: XAR, SEC Form N-PORT, June 30, 2026; TDIV, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | XAR | TDIV |
|---|---|---|
| LPL Financial LLC | $412.8M | $316.0M |
| Morgan Stanley | $250.3M | $217.2M |
| Bank of America Corp. | $245.8M | $171.3M |
| Wells Fargo & Company | $170.1M | $156.5M |
| Raymond James Financial Inc. | $73.6M | $167.1M |
| UBS Group AG | $72.9M | $120.8M |
| Envestnet Asset Management Inc. | $59.5M | $96.3M |
| Ameriprise Financial Inc. | $79.6M | $67.0M |
| Cambridge Investment Research Advisors, Inc. | $64.6M | $58.0M |
| Royal Bank of Canada | $49.1M | $67.1M |
| Cetera Investment Advisers | $41.4M | $55.6M |
| Osaic Holdings, Inc. | $51.3M | $43.0M |
| Commonwealth Equity Services, LLC | $52.8M | $32.9M |
| NewEdge Advisors, LLC | $6.9M | $48.8M |
| Stifel Financial Corp. | $22.4M | $33.2M |
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: XAR institutional holders, TDIV institutional holders.
Frequently asked questions
How much do XAR and TDIV overlap?
0.0% by weight, with 0 holdings in common, using holdings for XAR as of June 30, 2026 and TDIV as of June 30, 2026.
Do institutions hold both XAR and TDIV?
235 Form 13F filers report positions in both, out of 824 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%.