XLSR vs SUSB overlap
XLSR and SUSB 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: XLSR, SEC Form N-PORT, June 30, 2026; SUSB, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | XLSR | SUSB |
|---|---|---|
| LPL Financial LLC | $289.9M | $70.0M |
| Envestnet Asset Management Inc. | $159.6M | $94.0M |
| Envestnet Portfolio Solutions, Inc. | $158.0M | $19.2M |
| Goldman Sachs Group Inc. | $3.1M | $85.9M |
| Park Avenue Securities LLC | $32.1M | $5.3M |
| Morgan Stanley | $3.3M | $25.9M |
| Cerity Partners LLC | $27.5M | $554K |
| NewEdge Advisors, LLC | $19.9M | $3.9M |
| Cetera Investment Advisers | $12.2M | $10.0M |
| JPMorgan Chase & Co | $320 | $22.1M |
| Private Advisor Group, LLC | $20.0M | $312K |
| Royal Bank of Canada | $707K | $18.3M |
| Harbour Investments, Inc. | $13.3M | $3.8M |
| Wells Fargo & Company | $51 | $17.0M |
| Commonwealth Equity Services, LLC | $554K | $14.5M |
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: XLSR institutional holders, SUSB institutional holders.
Frequently asked questions
How much do XLSR and SUSB overlap?
0.0% by weight, with 0 holdings in common, using holdings for XLSR as of June 30, 2026 and SUSB as of May 31, 2026.
Do institutions hold both XLSR and SUSB?
62 Form 13F filers report positions in both, out of 429 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%.