XJH vs GSC overlap
XJH and GSC overlap 5.3% by weight, across 20 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | XJH | GSC | Overlap |
|---|---|---|---|
| ONTO InnovationONTO | 0.58% | 1.61% | 0.58% |
| ADV Energy INDSAEIS | 0.44% | 1.31% | 0.44% |
| Digitalocean HOLDOCN | 0.40% | 1.75% | 0.40% |
| Littelfuse Inc.LFUS | 0.36% | 1.02% | 0.36% |
| Five BelowFIVE | 0.31% | 1.44% | 0.31% |
| Southstate BankSSB | 0.30% | 1.09% | 0.30% |
| Columbia BankingCOLB | 0.29% | 1.17% | 0.29% |
| Allegro MicrosysALGM | 0.27% | 2.12% | 0.27% |
| Terex Corp.TEX | 0.26% | 1.33% | 0.26% |
| Hanover InsurancTHG | 0.23% | 0.86% | 0.23% |
| Repligen Corp.RGEN | 0.22% | 0.62% | 0.22% |
| Valley NATL BANCVLY | 0.22% | 1.02% | 0.22% |
| Commercial MetalCMC | 0.22% | 1.32% | 0.22% |
| Sensata TechnoloST | 0.22% | 0.75% | 0.22% |
| Taylor MorrisonTMHC | 0.21% | 1.08% | 0.21% |
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; GSC, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | XJH | GSC |
|---|---|---|
| Envestnet Asset Management Inc. | $1.1M | $59.2M |
| LPL Financial LLC | $21.1M | $7.8M |
| Cetera Investment Advisers | $2.9M | $3.6M |
| Osaic Holdings, Inc. | $2.5M | $3.0M |
| Wealth Enhancement Advisory Services, LLC | $3.1M | $2.2M |
| Commonwealth Equity Services, LLC | $2.2M | $546K |
| MGO One Seven LLC | $916K | $1.3M |
| GGM Financial LLC | $51K | $2.2M |
| Coastal Bridge Advisors, LLC | $257K | $1.8M |
| Farther Finance Advisors, LLC | $906K | $423K |
| Citadel Advisors LLC | $421K | $763K |
| DAVENPORT & Co LLC | $582K | $361K |
| Jane Street Group, LLC | $325K | $258K |
| Morgan Stanley | $84K | $95K |
| BlackRock, Inc. | $22K | $23K |
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, GSC institutional holders.
Frequently asked questions
How much do XJH and GSC overlap?
5.3% by weight, with 20 holdings in common, using holdings for XJH as of June 30, 2026 and GSC as of May 31, 2026. The largest shared position is ONTO.
Do institutions hold both XJH and GSC?
16 Form 13F filers report positions in both, out of 229 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%.