XLRE vs XLB overlap
XLRE and XLB 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; XLB, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | XLRE | XLB |
|---|---|---|
| Creative Planning | $2.3B | $4.3M |
| Bank of America Corp. | $309.3M | $633.3M |
| Morgan Stanley | $475.0M | $375.4M |
| Wells Fargo & Company | $78.1M | $378.2M |
| LPL Financial LLC | $203.9M | $193.1M |
| Envestnet Asset Management Inc. | $46.7M | $273.9M |
| Goldman Sachs Group Inc. | $23.2M | $295.9M |
| Raymond James Financial Inc. | $60.4M | $190.3M |
| UBS Group AG | $95.1M | $141.7M |
| BNP Paribas Financial Markets | $95.0M | $82.9M |
| Royal Bank of Canada | $30.0M | $138.5M |
| Cassaday & Co Wealth Management LLC | $149.4M | $68K |
| Janney Montgomery Scott LLC | $24.9M | $118.3M |
| Ameriprise Financial Inc. | $44.1M | $91.9M |
| Citigroup Inc. | $11.5M | $113.1M |
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: XLRE institutional holders, XLB institutional holders.
Frequently asked questions
How much do XLRE and XLB overlap?
0.0% by weight, with 0 holdings in common, using holdings for XLRE as of June 30, 2026 and XLB as of June 30, 2026.
Do institutions hold both XLRE and XLB?
495 Form 13F filers report positions in both, out of 1,232 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%.