XBIL vs IBD overlap
XBIL and IBD 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: XBIL, SEC Form N-PORT, May 31, 2026; IBD, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | XBIL | IBD |
|---|---|---|
| LPL Financial LLC | $113.8M | $19.6M |
| UBS Group AG | $26.5M | $1K |
| Stifel Financial Corp. | $20.5M | $243K |
| Raymond James Financial Inc. | $14.4M | $2.3M |
| Morgan Stanley | $15.4M | $2K |
| MML Investors Services, LLC | $11.9M | $381K |
| Cetera Investment Advisers | $8.4M | $1.9M |
| Goldman Sachs Group Inc. | $7.1M | $2.7M |
| Envestnet Asset Management Inc. | $5.2M | $4.3M |
| Wealth Enhancement Advisory Services, LLC | $8.4M | $268K |
| Commonwealth Equity Services, LLC | $5.8M | $694K |
| Assetmark, Inc. | $28K | $5.3M |
| Benjamin Edwards Inc. | $3.9M | $433K |
| Private Advisor Group, LLC | $3.4M | $211K |
| Belpointe Asset Management LLC | $979K | $2.5M |
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: XBIL institutional holders, IBD institutional holders.
Frequently asked questions
How much do XBIL and IBD overlap?
0.0% by weight, with 0 holdings in common, using holdings for XBIL as of May 31, 2026 and IBD as of May 31, 2026.
Do institutions hold both XBIL and IBD?
26 Form 13F filers report positions in both, out of 180 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%.