XES vs TACK overlap
XES and TACK 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: XES, SEC Form N-PORT, June 30, 2026; TACK, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | XES | TACK |
|---|---|---|
| UBS Group AG | $5.3M | $67.0M |
| Morgan Stanley | $48.0M | $2K |
| Stifel Financial Corp. | $1.1M | $23.2M |
| LPL Financial LLC | $14.3M | $641K |
| Wells Fargo & Company | $8.8M | $80K |
| HighTower Advisors, LLC | $4.9M | $2.6M |
| Susquehanna International Group, LLP | $6.2M | $330K |
| Royal Bank of Canada | $3.5M | $128K |
| NewEdge Advisors, LLC | $10K | $3.2M |
| Cetera Investment Advisers | $2.4M | $319K |
| Fifth Third Bancorp | $34K | $435K |
| Farther Finance Advisors, LLC | $50K | $330K |
| JPMorgan Chase & Co | $113K | $54K |
| Global Retirement Partners, LLC | $560 | $10K |
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, TACK institutional holders.
Frequently asked questions
How much do XES and TACK overlap?
0.0% by weight, with 0 holdings in common, using holdings for XES as of June 30, 2026 and TACK as of July 31, 2026.
Do institutions hold both XES and TACK?
14 Form 13F filers report positions in both, out of 118 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%.