XEMD vs SMMU overlap
XEMD and SMMU 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; SMMU, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | XEMD | SMMU |
|---|---|---|
| Morgan Stanley | $60K | $180.4M |
| Bank of America Corp. | $61.7M | $64.8M |
| Cetera Investment Advisers | $11.3M | $30.9M |
| Envestnet Asset Management Inc. | $33.0M | $6.4M |
| Assetmark, Inc. | $36.3M | $119K |
| Wealth Enhancement Advisory Services, LLC | $2.8M | $25.0M |
| Raymond James Financial Inc. | $1.7M | $21.6M |
| Osaic Holdings, Inc. | $695K | $20.3M |
| Wells Fargo & Company | $13K | $19.2M |
| Allworth Financial LP | $584 | $6.7M |
| MML Investors Services, LLC | $2.1M | $2.1M |
| Orion Porfolio Solutions, LLC | $3.5M | $229K |
| Cambridge Investment Research Advisors, Inc. | $1.3M | $1.8M |
| UBS Group AG | $172K | $2.5M |
| Kestra Advisory Services, LLC | $1.2M | $1.3M |
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, SMMU institutional holders.
Frequently asked questions
How much do XEMD and SMMU overlap?
0.0% by weight, with 0 holdings in common, using holdings for XEMD as of July 31, 2026 and SMMU as of June 30, 2026.
Do institutions hold both XEMD and SMMU?
25 Form 13F filers report positions in both, out of 237 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%.