XFIV vs IBD overlap
XFIV and IBD overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (XFIV: July 31, 2026, IBD: May 31, 2026), so market moves and index changes between those dates lower the number. Funds tracking the same index can read well below their true overlap.
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; IBD, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | XFIV | IBD |
|---|---|---|
| Inspire Advisors, LLC | $2.6M | $97.5M |
| Wells Fargo & Company | $45.3M | $144K |
| AE Wealth Management LLC | $20.3M | $1.1M |
| Envestnet Asset Management Inc. | $14.7M | $4.3M |
| Kestra Advisory Services, LLC | $1.6M | $2.1M |
| Aptus Capital Advisors, LLC | $3.3M | $1K |
| Belpointe Asset Management LLC | $570K | $2.5M |
| Goldman Sachs Group Inc. | $237K | $2.7M |
| Farther Finance Advisors, LLC | $13K | $2.5M |
| Raymond James Financial Inc. | $206K | $2.3M |
| Wealth Enhancement Advisory Services, LLC | $1.8M | $268K |
| Commonwealth Equity Services, LLC | $417K | $694K |
| Atria Investments, Inc | $582K | $332K |
| Royal Bank of Canada | $3K | $573K |
| Arax Advisory Partners | $78K | $17K |
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, IBD institutional holders.
Frequently asked questions
How much do XFIV and IBD overlap?
0.0% by weight, with 0 holdings in common, using holdings for XFIV as of July 31, 2026 and IBD as of May 31, 2026.
Do institutions hold both XFIV and IBD?
17 Form 13F filers report positions in both, out of 154 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%.