XMLV vs EES overlap
XMLV and EES overlap 0.2% by weight, across 1 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | XMLV | EES | Overlap |
|---|---|---|---|
| COPT Defense ProCDP | 1.49% | 0.19% | 0.19% |
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: XMLV, SEC Form N-PORT, May 31, 2026; EES, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | XMLV | EES |
|---|---|---|
| Morgan Stanley | $42.2M | $50.4M |
| LPL Financial LLC | $30.6M | $40.4M |
| Cambridge Investment Research Advisors, Inc. | $64.3M | $3.2M |
| UBS Group AG | $19.2M | $47.8M |
| Ameriprise Financial Inc. | $11.5M | $30.2M |
| Bank of America Corp. | $6.8M | $33.4M |
| Cetera Investment Advisers | $7.5M | $23.5M |
| Raymond James Financial Inc. | $12.0M | $10.0M |
| Envestnet Asset Management Inc. | $15.0M | $5.2M |
| Wells Fargo & Company | $5.4M | $9.8M |
| Royal Bank of Canada | $4.9M | $9.0M |
| PNC Financial Services Group, Inc. | $13.3M | $179K |
| Merit Financial Group, LLC | $10.1M | $3.0M |
| Jones Financial Companies LLLP | $10.9M | $164K |
| Commonwealth Equity Services, LLC | $10.6M | $262K |
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: XMLV institutional holders, EES institutional holders.
Frequently asked questions
How much do XMLV and EES overlap?
0.2% by weight, with 1 holdings in common, using holdings for XMLV as of May 31, 2026 and EES as of June 30, 2026. The largest shared position is CDP.
Do institutions hold both XMLV and EES?
74 Form 13F filers report positions in both, out of 286 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%.