XFIV vs GNMA overlap
XFIV and GNMA 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: XFIV, SEC Form N-PORT, July 31, 2026; GNMA, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | XFIV | GNMA |
|---|---|---|
| Wells Fargo & Company | $45.3M | $66K |
| Bank of America Corp. | $16.8M | $5.2M |
| Envestnet Asset Management Inc. | $14.7M | $4.3M |
| Morgan Stanley | $33K | $8.5M |
| Wealth Enhancement Advisory Services, LLC | $1.8M | $3.0M |
| UBS Group AG | $61K | $3.8M |
| Aptus Capital Advisors, LLC | $3.3M | $2K |
| Jane Street Group, LLC | $1.2M | $1.6M |
| Kestra Advisory Services, LLC | $1.6M | $388K |
| Raymond James Financial Inc. | $206K | $1.7M |
| WealthPlan Investment Management, LLC | $446K | $255K |
| Goldman Sachs Group Inc. | $237K | $216K |
| Global Retirement Partners, LLC | $82K | $274K |
| Royal Bank of Canada | $3K | $194K |
| Farther Finance Advisors, LLC | $13K | $78K |
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: XFIV institutional holders, GNMA institutional holders.
Frequently asked questions
How much do XFIV and GNMA overlap?
0.0% by weight, with 0 holdings in common, using holdings for XFIV as of July 31, 2026 and GNMA as of July 31, 2026.
Do institutions hold both XFIV and GNMA?
17 Form 13F filers report positions in both, out of 169 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%.