XMMO vs DFSV overlap
XMMO and DFSV overlap 4.3% by weight, across 12 shared holdings.
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Top shared holdings
| Holding | XMMO | DFSV | Overlap |
|---|---|---|---|
| HF Sinclair Corp.DINO | 1.31% | 0.75% | 0.75% |
| Borgwarner Inc.BWA | 1.40% | 0.75% | 0.75% |
| Elanco Animal HEELAN | 1.59% | 0.64% | 0.64% |
| Wesco IntlWCC | 1.55% | 0.62% | 0.62% |
| Commercial MetalCMC | 0.79% | 0.49% | 0.49% |
| Amkor Tech Inc.AMKR | 0.59% | 0.42% | 0.42% |
| CNX Resources CoCNX | 0.46% | 0.34% | 0.34% |
| Alcoa Corp.AA | 0.96% | 0.11% | 0.11% |
| Ormat TechnologiORA | 1.02% | 0.10% | 0.10% |
| Nexstar MediaNXST | 0.49% | 0.06% | 0.06% |
| CACI Intl-aCACI | 1.25% | 0.01% | 0.01% |
| EnersysENS | 0.98% | 0.00% | 0.00% |
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: XMMO, SEC Form N-PORT, July 31, 2026; DFSV, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | XMMO | DFSV |
|---|---|---|
| LPL Financial LLC | $696.8M | $91.6M |
| Cetera Investment Advisers | $257.0M | $182.3M |
| Morgan Stanley | $402.9M | $1.6M |
| Envestnet Asset Management Inc. | $220.5M | $92.3M |
| Raymond James Financial Inc. | $221.0M | $76.4M |
| Northwestern Mutual Wealth Management Co | $233.4M | $3.3M |
| Bank of America Corp. | $170.2M | $66.1M |
| Wells Fargo & Company | $228.9M | $3.0M |
| Osaic Holdings, Inc. | $151.9M | $37.6M |
| Cerity Partners LLC | $14.1M | $173.4M |
| Focus Partners Wealth | $2.8M | $182.4M |
| Cambridge Investment Research Advisors, Inc. | $148.3M | $22.0M |
| Jones Financial Companies LLLP | $139.6M | $10.3M |
| Royal Bank of Canada | $86.3M | $19.9M |
| MML Investors Services, LLC | $78.3M | $14.3M |
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: XMMO institutional holders, DFSV institutional holders.
Frequently asked questions
How much do XMMO and DFSV overlap?
4.3% by weight, with 12 holdings in common, using holdings for XMMO as of July 31, 2026 and DFSV as of July 31, 2026. The largest shared position is DINO.
Do institutions hold both XMMO and DFSV?
136 Form 13F filers report positions in both, out of 927 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%.