XMHQ vs SLYV overlap
XMHQ and SLYV 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; SLYV, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | XMHQ | SLYV |
|---|---|---|
| LPL Financial LLC | $459.4M | $781.9M |
| Morgan Stanley | $277.0M | $60.7M |
| Ameriprise Financial Inc. | $120.3M | $59.6M |
| Bank of America Corp. | $72.4M | $104.8M |
| Cetera Investment Advisers | $157.5M | $10.3M |
| Northwestern Mutual Wealth Management Co | $136.6M | $1.2M |
| Jones Financial Companies LLLP | $120.9M | $16.4M |
| Commonwealth Equity Services, LLC | $107.0M | $19.5M |
| Raymond James Financial Inc. | $92.8M | $10.6M |
| Cambridge Investment Research Advisors, Inc. | $73.3M | $25.3M |
| Wells Fargo & Company | $66.4M | $20.0M |
| Waverly Advisors, LLC | $53.0M | $25.2M |
| Focus Partners Wealth | $47.4M | $30.5M |
| Osaic Holdings, Inc. | $48.7M | $23.9M |
| WCG Wealth Advisors LLC | $16.9M | $40.1M |
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: XMHQ institutional holders, SLYV institutional holders.
Frequently asked questions
How much do XMHQ and SLYV overlap?
0.0% by weight, with 0 holdings in common, using holdings for XMHQ as of July 31, 2026 and SLYV as of June 30, 2026.
Do institutions hold both XMHQ and SLYV?
183 Form 13F filers report positions in both, out of 866 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%.