XMHQ vs SLYG overlap
XMHQ and SLYG 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: XMHQ, SEC Form N-PORT, July 31, 2026; SLYG, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | XMHQ | SLYG |
|---|---|---|
| LPL Financial LLC | $459.4M | $1.1B |
| Morgan Stanley | $277.0M | $105.1M |
| Cetera Investment Advisers | $157.5M | $61.7M |
| Ameriprise Financial Inc. | $120.3M | $96.0M |
| Bank of America Corp. | $72.4M | $111.9M |
| Northwestern Mutual Wealth Management Co | $136.6M | $21.4M |
| Jones Financial Companies LLLP | $120.9M | $27.4M |
| Raymond James Financial Inc. | $92.8M | $37.8M |
| Commonwealth Equity Services, LLC | $107.0M | $20.1M |
| Wells Fargo & Company | $66.4M | $25.7M |
| Cambridge Investment Research Advisors, Inc. | $73.3M | $14.0M |
| Osaic Holdings, Inc. | $48.7M | $32.6M |
| WCG Wealth Advisors LLC | $16.9M | $48.1M |
| HighTower Advisors, LLC | $27.7M | $35.8M |
| Focus Partners Wealth | $47.4M | $8.6M |
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: XMHQ institutional holders, SLYG institutional holders.
Frequently asked questions
How much do XMHQ and SLYG overlap?
0.0% by weight, with 0 holdings in common, using holdings for XMHQ as of July 31, 2026 and SLYG as of June 30, 2026.
Do institutions hold both XMHQ and SLYG?
181 Form 13F filers report positions in both, out of 807 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%.