XLE vs XLC overlap
XLE and XLC 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: XLE, SEC Form N-PORT, June 30, 2026; XLC, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | XLE | XLC |
|---|---|---|
| Bank of America Corp. | $2.8B | $4.7B |
| Morgan Stanley | $1.5B | $826.3M |
| JPMorgan Chase & Co | $992.7M | $1.3B |
| Wells Fargo & Company | $903.1M | $674.9M |
| LPL Financial LLC | $808.6M | $434.6M |
| UBS Group AG | $617.1M | $620.2M |
| Goldman Sachs Group Inc. | $986.2M | $237.4M |
| Envestnet Asset Management Inc. | $401.6M | $511.6M |
| Raymond James Financial Inc. | $320.4M | $545.9M |
| Ameriprise Financial Inc. | $401.1M | $414.0M |
| Squarepoint Ops LLC | $149.7M | $519.8M |
| Migdal Insurance & Financial Holdings Ltd. | $243.8M | $365.0M |
| Barclays PLC | $291.1M | $302.4M |
| Royal Bank of Canada | $368.5M | $157.0M |
| Focus Partners Wealth | $103.9M | $421.1M |
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: XLE institutional holders, XLC institutional holders.
Frequently asked questions
How much do XLE and XLC overlap?
0.0% by weight, with 0 holdings in common, using holdings for XLE as of June 30, 2026 and XLC as of June 30, 2026.
Do institutions hold both XLE and XLC?
908 Form 13F filers report positions in both, out of 2,286 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%.