XEMD vs WINN overlap
XEMD and WINN 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; WINN, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | XEMD | WINN |
|---|---|---|
| Raymond James Financial Inc. | $1.7M | $88.4M |
| Bank of America Corp. | $61.7M | $347K |
| Wealth Enhancement Advisory Services, LLC | $2.8M | $57.6M |
| Envestnet Asset Management Inc. | $33.0M | $6.5M |
| Cetera Investment Advisers | $11.3M | $6.8M |
| Cambridge Investment Research Advisors, Inc. | $1.3M | $10.7M |
| Osaic Holdings, Inc. | $695K | $9.7M |
| Royal Bank of Canada | $17K | $9.8M |
| Kestra Advisory Services, LLC | $1.2M | $7.8M |
| Rockefeller Capital Management L.P. | $353K | $7.2M |
| Truist Financial Corp. | $1.2M | $2.4M |
| &Partners | $787K | $1.5M |
| Independent Wealth Network Inc. | $663K | $818K |
| Jane Street Group, LLC | $708K | $202K |
| Harbour Investments, Inc. | $7K | $590K |
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, WINN institutional holders.
Frequently asked questions
How much do XEMD and WINN overlap?
0.0% by weight, with 0 holdings in common, using holdings for XEMD as of July 31, 2026 and WINN as of July 31, 2026.
Do institutions hold both XEMD and WINN?
20 Form 13F filers report positions in both, out of 155 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%.