XLY vs XBI overlap
XLY and XBI 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: XLY, SEC Form N-PORT, June 30, 2026; XBI, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | XLY | XBI |
|---|---|---|
| Bank of America Corp. | $4.6B | $1.7B |
| Goldman Sachs Group Inc. | $417.2M | $2.4B |
| BNP Paribas Financial Markets | $80.4M | $2.7B |
| Morgan Stanley | $953.1M | $1.7B |
| Citigroup Inc. | $93.1M | $1.8B |
| JPMorgan Chase & Co | $1.5B | $285.9M |
| Wells Fargo & Company | $683.9M | $554.5M |
| UBS Group AG | $483.1M | $523.6M |
| Barclays PLC | $117.3M | $445.9M |
| LPL Financial LLC | $328.4M | $139.6M |
| Raymond James Financial Inc. | $366.0M | $81.7M |
| Ameriprise Financial Inc. | $298.2M | $121.0M |
| Meitav Investment House Ltd. | $249.6M | $125.7M |
| Focus Partners Wealth | $354.5M | $14.2M |
| Two Sigma Investments, LP | $130.0M | $237.1M |
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: XLY institutional holders, XBI institutional holders.
Frequently asked questions
How much do XLY and XBI overlap?
0.0% by weight, with 0 holdings in common, using holdings for XLY as of June 30, 2026 and XBI as of June 30, 2026.
Do institutions hold both XLY and XBI?
515 Form 13F filers report positions in both, out of 1,729 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%.