XLI vs XLF overlap
XLI and XLF 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; XLF, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | XLI | XLF |
|---|---|---|
| JPMorgan Chase & Co | $1.7B | $6.7B |
| Bank of America Corp. | $2.3B | $4.2B |
| Morgan Stanley | $2.0B | $2.5B |
| Wells Fargo & Company | $1.5B | $2.4B |
| Goldman Sachs Group Inc. | $1.1B | $1.3B |
| LPL Financial LLC | $986.8M | $1.1B |
| UBS Group AG | $857.4M | $1.1B |
| Envestnet Asset Management Inc. | $530.6M | $1.3B |
| Raymond James Financial Inc. | $421.6M | $909.3M |
| Royal Bank of Canada | $430.9M | $755.2M |
| Citigroup Inc. | $698.4M | $433.6M |
| Migdal Insurance & Financial Holdings Ltd. | $917.9M | $101.2M |
| Ameriprise Financial Inc. | $445.3M | $564.5M |
| Focus Partners Wealth | $452.7M | $524.3M |
| Phoenix Financial Ltd. | $784.3M | $91.3M |
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, XLF institutional holders.
Frequently asked questions
How much do XLI and XLF overlap?
0.0% by weight, with 0 holdings in common, using holdings for XLI as of June 30, 2026 and XLF as of June 30, 2026.
Do institutions hold both XLI and XLF?
1,260 Form 13F filers report positions in both, out of 2,289 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%.