XLV vs XLF overlap
XLV 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: XLV, SEC Form N-PORT, June 30, 2026; XLF, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | XLV | XLF |
|---|---|---|
| Bank of America Corp. | $5.1B | $4.2B |
| JPMorgan Chase & Co | $2.1B | $6.7B |
| Morgan Stanley | $1.9B | $2.5B |
| Wells Fargo & Company | $1.1B | $2.4B |
| Goldman Sachs Group Inc. | $1.2B | $1.3B |
| LPL Financial LLC | $930.2M | $1.1B |
| Envestnet Asset Management Inc. | $673.0M | $1.3B |
| UBS Group AG | $815.2M | $1.1B |
| Raymond James Financial Inc. | $789.2M | $909.3M |
| Royal Bank of Canada | $495.3M | $755.2M |
| Focus Partners Wealth | $478.6M | $524.3M |
| Ameriprise Financial Inc. | $421.3M | $564.5M |
| Truist Financial Corp. | $376.2M | $546.6M |
| Janney Montgomery Scott LLC | $368.0M | $512.0M |
| WestEnd Advisors, LLC | $309.4M | $464.4M |
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, XLF institutional holders.
Frequently asked questions
How much do XLV and XLF overlap?
0.0% by weight, with 0 holdings in common, using holdings for XLV as of June 30, 2026 and XLF as of June 30, 2026.
Do institutions hold both XLV and XLF?
1,364 Form 13F filers report positions in both, out of 2,386 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%.