XC vs FINX overlap
XC and FINX 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: XC, SEC Form N-PORT, June 30, 2026; FINX, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | XC | FINX |
|---|---|---|
| LPL Financial LLC | $6.6M | $2.9M |
| Morgan Stanley | $37 | $7.0M |
| Citadel Advisors LLC | $3.4M | $2.0M |
| Farther Finance Advisors, LLC | $108K | $1.6M |
| Cetera Investment Advisers | $1.0M | $320K |
| Creative Planning | $860K | $334K |
| HRT Financial LP | $205K | $517K |
| Sanctuary Advisors, LLC | $378K | $335K |
| Royal Bank of Canada | $36K | $522K |
| Osaic Holdings, Inc. | $4K | $232K |
| JPMorgan Chase & Co | $19K | $128K |
| FMR LLC | $1K | $37K |
| Rothschild Investment LLC | $15K | $5K |
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: XC institutional holders, FINX institutional holders.
Frequently asked questions
How much do XC and FINX overlap?
0.0% by weight, with 0 holdings in common, using holdings for XC as of June 30, 2026 and FINX as of May 31, 2026.
Do institutions hold both XC and FINX?
13 Form 13F filers report positions in both, out of 95 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%.