XLI vs SMH overlap
XLI 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: XLI, SEC Form N-PORT, June 30, 2026; SMH, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | XLI | SMH |
|---|---|---|
| Bank of America Corp. | $2.3B | $6.3B |
| Morgan Stanley | $2.0B | $2.7B |
| Goldman Sachs Group Inc. | $1.1B | $2.6B |
| LPL Financial LLC | $986.8M | $1.9B |
| JPMorgan Chase & Co | $1.7B | $819.8M |
| Wells Fargo & Company | $1.5B | $643.1M |
| BNP Paribas Financial Markets | $639.1M | $1.1B |
| UBS Group AG | $857.4M | $849.0M |
| Migdal Insurance & Financial Holdings Ltd. | $917.9M | $651.1M |
| Citigroup Inc. | $698.4M | $538.0M |
| Menora Mivtachim Holdings Ltd. | $665.4M | $511.1M |
| Susquehanna International Group, LLP | $20.0M | $1.0B |
| Barclays PLC | $154.6M | $892.5M |
| Envestnet Asset Management Inc. | $530.6M | $484.7M |
| Royal Bank of Canada | $430.9M | $554.1M |
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: XLI institutional holders, SMH institutional holders.
Frequently asked questions
How much do XLI and SMH overlap?
0.0% by weight, with 0 holdings in common, using holdings for XLI as of June 30, 2026 and SMH as of June 30, 2026.
Do institutions hold both XLI and SMH?
859 Form 13F filers report positions in both, out of 2,350 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%.