XLB vs ITA overlap
XLB and ITA 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: XLB, SEC Form N-PORT, June 30, 2026; ITA, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | XLB | ITA |
|---|---|---|
| Bank of America Corp. | $633.3M | $731.4M |
| Morgan Stanley | $375.4M | $642.1M |
| LPL Financial LLC | $193.1M | $562.2M |
| Wells Fargo & Company | $378.2M | $353.3M |
| Envestnet Asset Management Inc. | $273.9M | $159.0M |
| Goldman Sachs Group Inc. | $295.9M | $88.7M |
| Raymond James Financial Inc. | $190.3M | $185.5M |
| Ameriprise Financial Inc. | $91.9M | $274.6M |
| Phoenix Financial Ltd. | $1.7M | $310.1M |
| Royal Bank of Canada | $138.5M | $149.7M |
| UBS Group AG | $141.7M | $143.7M |
| BlackRock, Inc. | $7.8M | $190.7M |
| Osaic Holdings, Inc. | $57.4M | $129.3M |
| Truist Financial Corp. | $121.9M | $46.9M |
| Janney Montgomery Scott LLC | $118.3M | $45.7M |
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: XLB institutional holders, ITA institutional holders.
Frequently asked questions
How much do XLB and ITA overlap?
0.0% by weight, with 0 holdings in common, using holdings for XLB as of June 30, 2026 and ITA as of June 30, 2026.
Do institutions hold both XLB and ITA?
452 Form 13F filers report positions in both, out of 1,515 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%.