XJR vs FITE overlap
XJR and FITE overlap 3.0% by weight, across 10 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | XJR | FITE | Overlap |
|---|---|---|---|
| Viasat Inc.VSAT | 0.74% | 1.86% | 0.74% |
| ESCO Tech Inc.ESE | 0.55% | 1.47% | 0.55% |
| Mercury SystemsMRCY | 0.39% | 1.17% | 0.39% |
| Iridium CommunicIRDM | 0.35% | 1.53% | 0.35% |
| Mirion TechnologMIR | 0.27% | 1.16% | 0.27% |
| OSI Systems Inc.OSIS | 0.21% | 1.28% | 0.21% |
| Netscout SystemsNTCT | 0.18% | 1.38% | 0.18% |
| A10 Networks Inc.ATEN | 0.16% | 1.50% | 0.16% |
| ZIFF Davis Inc.ZD | 0.12% | 1.46% | 0.12% |
| N-ABLE Inc.NABL | 0.02% | 1.53% | 0.02% |
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: XJR, SEC Form N-PORT, June 30, 2026; FITE, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | XJR | FITE |
|---|---|---|
| LPL Financial LLC | $4.0M | $20.2M |
| Bank of America Corp. | $6.8M | $995K |
| Focus Partners Wealth | $4.1M | $923K |
| Envestnet Asset Management Inc. | $395K | $2.9M |
| Raymond James Financial Inc. | $673K | $1.8M |
| UBS Group AG | $105 | $2.4M |
| Rockefeller Capital Management L.P. | $202K | $2.0M |
| Cetera Investment Advisers | $552K | $1.4M |
| Jane Street Group, LLC | $604K | $491K |
| Osaic Holdings, Inc. | $430K | $332K |
| Morgan Stanley | $103 | $732K |
| Farther Finance Advisors, LLC | $78K | $250K |
| Steward Partners Investment Advisory, LLC | $158K | $42K |
| FMR LLC | $71K | $22K |
| Integrated Wealth Concepts LLC | $11K | $52K |
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: XJR institutional holders, FITE institutional holders.
Frequently asked questions
How much do XJR and FITE overlap?
3.0% by weight, with 10 holdings in common, using holdings for XJR as of June 30, 2026 and FITE as of June 30, 2026. The largest shared position is VSAT.
Do institutions hold both XJR and FITE?
17 Form 13F filers report positions in both, out of 138 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%.