XES vs MFUS overlap
XES and MFUS overlap 0.7% by weight, across 11 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | XES | MFUS | Overlap |
|---|---|---|---|
| Baker Hughes CoBKR | 3.52% | 0.19% | 0.19% |
| Technipfmc PLCFTI | 3.78% | 0.18% | 0.18% |
| SLB Ltd.SLB | 3.34% | 0.09% | 0.09% |
| Archrock Inc.AROC | 4.55% | 0.04% | 0.04% |
| Helmerich & PAYNHP | 3.32% | 0.04% | 0.04% |
| Patterson-UTIPTEN | 3.05% | 0.04% | 0.04% |
| NOV Inc.NOV | 3.51% | 0.02% | 0.02% |
| Nabors INDS Ltd.NBR | 2.73% | 0.02% | 0.02% |
| Halliburton CoHAL | 3.41% | 0.01% | 0.01% |
| Weatherford INTEWFRD | 3.32% | 0.01% | 0.01% |
| Noble Corp. PLCNE | 3.22% | 0.01% | 0.01% |
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: XES, SEC Form N-PORT, June 30, 2026; MFUS, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | XES | MFUS |
|---|---|---|
| LPL Financial LLC | $14.3M | $1.6M |
| Wells Fargo & Company | $8.8M | $6.8M |
| Goldman Sachs Group Inc. | $11.4M | $1.2M |
| Raymond James Financial Inc. | $8.4M | $561K |
| JPMorgan Chase & Co | $113K | $6.8M |
| Cetera Investment Advisers | $2.4M | $3.1M |
| Envestnet Asset Management Inc. | $847K | $651K |
| MML Investors Services, LLC | $450K | $653K |
| Osaic Holdings, Inc. | $629K | $176K |
| Integrated Wealth Concepts LLC | $26K | $541K |
| Creative Planning | $271K | $250K |
| FMR LLC | $33K | $184K |
| Steward Partners Investment Advisory, LLC | $92K | $46K |
| Harbour Investments, Inc. | $21K | $37K |
| Northwestern Mutual Wealth Management Co | $3K | $27K |
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: XES institutional holders, MFUS institutional holders.
Frequently asked questions
How much do XES and MFUS overlap?
0.7% by weight, with 11 holdings in common, using holdings for XES as of June 30, 2026 and MFUS as of June 30, 2026. The largest shared position is BKR.
Do institutions hold both XES and MFUS?
15 Form 13F filers report positions in both, out of 113 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%.