XCCC vs TAXX overlap
XCCC and TAXX 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: XCCC, SEC Form N-PORT, July 31, 2026; TAXX, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | XCCC | TAXX |
|---|---|---|
| MML Investors Services, LLC | $539K | $5.0M |
| Envestnet Asset Management Inc. | $2.9M | $2.4M |
| Integrated Wealth Concepts LLC | $71K | $4.7M |
| Wealth Enhancement Advisory Services, LLC | $3.2M | $697K |
| AE Wealth Management LLC | $6K | $3.8M |
| Cetera Investment Advisers | $2.5M | $959K |
| Jane Street Group, LLC | $2.1M | $443K |
| Stifel Financial Corp. | $395K | $1.9M |
| Victory Financial Group, LLC | $900K | $1.2M |
| Nemes Rush Group LLC | $57K | $1.6M |
| &Partners | $1.4M | $222K |
| Kestra Advisory Services, LLC | $249K | $224K |
| JPMorgan Chase & Co | $183 | $238K |
| Osaic Holdings, Inc. | $26K | $8K |
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: XCCC institutional holders, TAXX institutional holders.
Frequently asked questions
How much do XCCC and TAXX overlap?
0.0% by weight, with 0 holdings in common, using holdings for XCCC as of July 31, 2026 and TAXX as of July 31, 2026.
Do institutions hold both XCCC and TAXX?
14 Form 13F filers report positions in both, out of 91 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%.