XCEM vs PIEQ overlap
XCEM and PIEQ overlap 8.2% by weight, across 2 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | XCEM | PIEQ | Overlap |
|---|---|---|---|
| Samsung Electron005930 | 9.69% | 8.00% | 8.00% |
| NATL Bank GreeceETE | 0.17% | 2.47% | 0.17% |
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: XCEM, SEC Form N-PORT, June 30, 2026; PIEQ, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | XCEM | PIEQ |
|---|---|---|
| Principal Securities, Inc. | $479K | $396.3M |
| Envestnet Asset Management Inc. | $7.1M | $378.8M |
| LPL Financial LLC | $84.5M | $3.6M |
| Northwestern Mutual Wealth Management Co | $74.2M | $2K |
| Commonwealth Equity Services, LLC | $33.8M | $703K |
| UBS Group AG | $18.6M | $13K |
| Private Advisor Group, LLC | $12.7M | $2.2M |
| Jane Street Group, LLC | $5.1M | $2.4M |
| Smartleaf Asset Management LLC | $160K | $2.0M |
| FMR LLC | $1.2M | $49K |
| Susquehanna International Group, LLP | $255K | $817K |
| Citadel Advisors LLC | $752K | $266K |
| Integrated Wealth Concepts LLC | $243K | $16K |
| Pinnacle Bancorp, Inc. | $96K | $19K |
| Harbour Investments, Inc. | $56K | $6K |
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: XCEM institutional holders, PIEQ institutional holders.
Frequently asked questions
How much do XCEM and PIEQ overlap?
8.2% by weight, with 2 holdings in common, using holdings for XCEM as of June 30, 2026 and PIEQ as of June 30, 2026. The largest shared position is 005930.
Do institutions hold both XCEM and PIEQ?
15 Form 13F filers report positions in both, out of 215 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%.