XLF vs SMH overlap
XLF and SMH 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: XLF, SEC Form N-PORT, June 30, 2026; SMH, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | XLF | SMH |
|---|---|---|
| Bank of America Corp. | $4.2B | $6.3B |
| JPMorgan Chase & Co | $6.7B | $819.8M |
| Morgan Stanley | $2.5B | $2.7B |
| Goldman Sachs Group Inc. | $1.3B | $2.6B |
| Wells Fargo & Company | $2.4B | $643.1M |
| LPL Financial LLC | $1.1B | $1.9B |
| UBS Group AG | $1.1B | $849.0M |
| Envestnet Asset Management Inc. | $1.3B | $484.7M |
| Raymond James Financial Inc. | $909.3M | $416.2M |
| Royal Bank of Canada | $755.2M | $554.1M |
| Susquehanna International Group, LLP | $243.3M | $1.0B |
| BNP Paribas Financial Markets | $64.0M | $1.1B |
| Barclays PLC | $260.0M | $892.5M |
| Citigroup Inc. | $433.6M | $538.0M |
| Focus Partners Wealth | $524.3M | $386.1M |
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: XLF institutional holders, SMH institutional holders.
Frequently asked questions
How much do XLF and SMH overlap?
0.0% by weight, with 0 holdings in common, using holdings for XLF as of June 30, 2026 and SMH as of June 30, 2026.
Do institutions hold both XLF and SMH?
940 Form 13F filers report positions in both, out of 2,510 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%.