XEMD vs CLOI overlap
XEMD and CLOI 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: XEMD, SEC Form N-PORT, July 31, 2026; CLOI, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | XEMD | CLOI |
|---|---|---|
| Envestnet Asset Management Inc. | $33.0M | $10.0M |
| Assetmark, Inc. | $36.3M | $100K |
| Orion Porfolio Solutions, LLC | $3.5M | $22.4M |
| Cambridge Investment Research Advisors, Inc. | $1.3M | $23.7M |
| Morgan Stanley | $60K | $16.9M |
| MML Investors Services, LLC | $2.1M | $13.2M |
| Wells Fargo & Company | $13K | $12.1M |
| Osaic Holdings, Inc. | $695K | $6.7M |
| Kestra Advisory Services, LLC | $1.2M | $3.9M |
| Bright Futures Wealth Management, LLC. | $292K | $3.9M |
| Wealth Enhancement Advisory Services, LLC | $2.8M | $953K |
| Royal Bank of Canada | $17K | $3.0M |
| Jane Street Group, LLC | $708K | $1.8M |
| Encompass More Asset Management | $1.9M | $229K |
| Raymond James Financial Inc. | $1.7M | $382K |
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: XEMD institutional holders, CLOI institutional holders.
Frequently asked questions
How much do XEMD and CLOI overlap?
0.0% by weight, with 0 holdings in common, using holdings for XEMD as of July 31, 2026 and CLOI as of June 30, 2026.
Do institutions hold both XEMD and CLOI?
24 Form 13F filers report positions in both, out of 235 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%.