XLY vs XLU overlap
XLY and XLU 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; XLU, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | XLY | XLU |
|---|---|---|
| Bank of America Corp. | $4.6B | $1.3B |
| JPMorgan Chase & Co | $1.5B | $1.0B |
| Morgan Stanley | $953.1M | $997.4M |
| Wells Fargo & Company | $683.9M | $605.2M |
| LPL Financial LLC | $328.4M | $690.4M |
| UBS Group AG | $483.1M | $432.4M |
| Raymond James Financial Inc. | $366.0M | $345.1M |
| Goldman Sachs Group Inc. | $417.2M | $274.9M |
| Ameriprise Financial Inc. | $298.2M | $388.9M |
| Envestnet Asset Management Inc. | $327.5M | $308.3M |
| Migdal Insurance & Financial Holdings Ltd. | $378.9M | $95.7M |
| Focus Partners Wealth | $354.5M | $106.0M |
| Menora Mivtachim Holdings Ltd. | $214.6M | $244.6M |
| Royal Bank of Canada | $153.1M | $298.0M |
| BNP Paribas Financial Markets | $80.4M | $357.7M |
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, XLU institutional holders.
Frequently asked questions
How much do XLY and XLU overlap?
0.0% by weight, with 0 holdings in common, using holdings for XLY as of June 30, 2026 and XLU as of June 30, 2026.
Do institutions hold both XLY and XLU?
910 Form 13F filers report positions in both, out of 1,977 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%.