XJH vs DWAS overlap
XJH and DWAS overlap 4.7% by weight, across 15 shared holdings.
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Top shared holdings
| Holding | XJH | DWAS | Overlap |
|---|---|---|---|
| TTM TechnologiesTTMI | 0.60% | 1.27% | 0.60% |
| MKS Inc.MKSI | 0.93% | 0.45% | 0.45% |
| Digitalocean HOLDOCN | 0.40% | 0.59% | 0.40% |
| Watts Water TE-aWTS | 0.33% | 0.34% | 0.33% |
| Ryder System Inc.R | 0.32% | 0.44% | 0.32% |
| ADV Energy INDSAEIS | 0.44% | 0.31% | 0.31% |
| Five BelowFIVE | 0.31% | 0.32% | 0.31% |
| Elanco Animal HEELAN | 0.38% | 0.31% | 0.31% |
| Flowserve Corp.FLS | 0.29% | 0.33% | 0.29% |
| Affil ManagersAMG | 0.28% | 0.35% | 0.28% |
| Vicor Corp.VICR | 0.28% | 0.63% | 0.28% |
| EnersysENS | 0.27% | 0.44% | 0.27% |
| Interdigital Inc.IDCC | 0.23% | 0.39% | 0.23% |
| Hancock WhitneyHWC | 0.19% | 0.36% | 0.19% |
| Belden Inc.BDC | 0.14% | 0.30% | 0.14% |
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: XJH, SEC Form N-PORT, June 30, 2026; DWAS, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | XJH | DWAS |
|---|---|---|
| Bank of America Corp. | $30.2M | $18.4M |
| Morgan Stanley | $84K | $45.5M |
| LPL Financial LLC | $21.1M | $20.9M |
| Wealth Enhancement Advisory Services, LLC | $3.1M | $38.5M |
| Raymond James Financial Inc. | $24.9M | $8.3M |
| Mariner, LLC | $20.0M | $345K |
| Royal Bank of Canada | $1.8M | $16.6M |
| Cambridge Investment Research Advisors, Inc. | $3.2M | $7.0M |
| Harbour Investments, Inc. | $7.1M | $46K |
| Cetera Investment Advisers | $2.9M | $2.4M |
| Northwestern Mutual Wealth Management Co | $3.3M | $1.7M |
| Commonwealth Equity Services, LLC | $2.2M | $2.1M |
| EP Wealth Advisors, LLC | $2.9M | $1.1M |
| Osaic Holdings, Inc. | $2.5M | $1.0M |
| Creative Planning | $2.2M | $492K |
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: XJH institutional holders, DWAS institutional holders.
Frequently asked questions
How much do XJH and DWAS overlap?
4.7% by weight, with 15 holdings in common, using holdings for XJH as of June 30, 2026 and DWAS as of May 31, 2026. The largest shared position is TTMI.
Do institutions hold both XJH and DWAS?
40 Form 13F filers report positions in both, out of 259 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%.