XLRE vs GRID overlap
XLRE and GRID 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: XLRE, SEC Form N-PORT, June 30, 2026; GRID, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | XLRE | GRID |
|---|---|---|
| Creative Planning | $2.3B | $1.3M |
| Morgan Stanley | $475.0M | $721.1M |
| Bank of America Corp. | $309.3M | $465.9M |
| LPL Financial LLC | $203.9M | $513.9M |
| UBS Group AG | $95.1M | $379.2M |
| Wells Fargo & Company | $78.1M | $335.6M |
| Raymond James Financial Inc. | $60.4M | $249.0M |
| Ameriprise Financial Inc. | $44.1M | $224.9M |
| Cetera Investment Advisers | $69.6M | $143.9M |
| Cambridge Investment Research Advisors, Inc. | $17.7M | $150.8M |
| Clal Insurance Enterprises Holdings Ltd | $704K | $144.2M |
| Royal Bank of Canada | $30.0M | $107.4M |
| Envestnet Asset Management Inc. | $46.7M | $82.5M |
| HighTower Advisors, LLC | $25.1M | $74.7M |
| Osaic Holdings, Inc. | $16.9M | $79.2M |
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: XLRE institutional holders, GRID institutional holders.
Frequently asked questions
How much do XLRE and GRID overlap?
0.0% by weight, with 0 holdings in common, using holdings for XLRE as of June 30, 2026 and GRID as of June 30, 2026.
Do institutions hold both XLRE and GRID?
252 Form 13F filers report positions in both, out of 1,176 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%.