XLI vs XLE overlap
XLI and XLE 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; XLE, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | XLI | XLE |
|---|---|---|
| Bank of America Corp. | $2.3B | $2.8B |
| Morgan Stanley | $2.0B | $1.5B |
| JPMorgan Chase & Co | $1.7B | $992.7M |
| Wells Fargo & Company | $1.5B | $903.1M |
| Goldman Sachs Group Inc. | $1.1B | $986.2M |
| LPL Financial LLC | $986.8M | $808.6M |
| UBS Group AG | $857.4M | $617.1M |
| Migdal Insurance & Financial Holdings Ltd. | $917.9M | $243.8M |
| Menora Mivtachim Holdings Ltd. | $665.4M | $366.0M |
| Envestnet Asset Management Inc. | $530.6M | $401.6M |
| Phoenix Financial Ltd. | $784.3M | $80.2M |
| Ameriprise Financial Inc. | $445.3M | $401.1M |
| Citigroup Inc. | $698.4M | $144.2M |
| BNP Paribas Financial Markets | $639.1M | $191.7M |
| Royal Bank of Canada | $430.9M | $368.5M |
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, XLE institutional holders.
Frequently asked questions
How much do XLI and XLE overlap?
0.0% by weight, with 0 holdings in common, using holdings for XLI as of June 30, 2026 and XLE as of June 30, 2026.
Do institutions hold both XLI and XLE?
1,222 Form 13F filers report positions in both, out of 2,470 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%.