XLV vs XLE overlap
XLV 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: XLV, SEC Form N-PORT, June 30, 2026; XLE, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | XLV | XLE |
|---|---|---|
| Bank of America Corp. | $5.1B | $2.8B |
| Morgan Stanley | $1.9B | $1.5B |
| JPMorgan Chase & Co | $2.1B | $992.7M |
| Goldman Sachs Group Inc. | $1.2B | $986.2M |
| Wells Fargo & Company | $1.1B | $903.1M |
| LPL Financial LLC | $930.2M | $808.6M |
| UBS Group AG | $815.2M | $617.1M |
| Raymond James Financial Inc. | $789.2M | $320.4M |
| Envestnet Asset Management Inc. | $673.0M | $401.6M |
| Royal Bank of Canada | $495.3M | $368.5M |
| Ameriprise Financial Inc. | $421.3M | $401.1M |
| Barclays PLC | $428.0M | $291.1M |
| Menora Mivtachim Holdings Ltd. | $264.9M | $366.0M |
| Harel Insurance Investments & Financial Services Ltd. | $576.6M | $6.7M |
| Focus Partners Wealth | $478.6M | $103.9M |
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: XLV institutional holders, XLE institutional holders.
Frequently asked questions
How much do XLV and XLE overlap?
0.0% by weight, with 0 holdings in common, using holdings for XLV as of June 30, 2026 and XLE as of June 30, 2026.
Do institutions hold both XLV and XLE?
1,324 Form 13F filers report positions in both, out of 2,569 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%.