XMMO vs FNDA overlap
XMMO and FNDA overlap 8.8% by weight, across 47 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (XMMO: July 31, 2026, FNDA: May 31, 2026), so market moves and index changes between those dates lower the number. Funds tracking the same index can read well below their true overlap.
Top shared holdings
| Holding | XMMO | FNDA | Overlap |
|---|---|---|---|
| MKS Inc.MKSI | 2.17% | 0.52% | 0.52% |
| Amkor Tech Inc.AMKR | 0.59% | 0.49% | 0.49% |
| TTM TechnologiesTTMI | 2.06% | 0.43% | 0.43% |
| EnersysENS | 0.98% | 0.38% | 0.38% |
| Curtiss-WrightCW | 4.25% | 0.32% | 0.32% |
| Dycom INDSDY | 1.67% | 0.31% | 0.31% |
| ATI Inc.ATI | 3.43% | 0.29% | 0.29% |
| Weatherford INTEWFRD | 0.46% | 0.28% | 0.28% |
| Valmont INDSVMI | 0.72% | 0.28% | 0.28% |
| Woodward Inc.WWD | 2.78% | 0.27% | 0.27% |
| Five BelowFIVE | 1.37% | 0.27% | 0.27% |
| Travel + LeisureTNL | 0.34% | 0.22% | 0.22% |
| Black Hills Corp.BKH | 0.55% | 0.22% | 0.22% |
| Omega HealthcareOHI | 1.35% | 0.20% | 0.20% |
| New York Times-aNYT | 1.08% | 0.20% | 0.20% |
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; FNDA, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | XMMO | FNDA |
|---|---|---|
| LPL Financial LLC | $696.8M | $14.0M |
| Morgan Stanley | $402.9M | $43.1M |
| Cetera Investment Advisers | $257.0M | $9.1M |
| Northwestern Mutual Wealth Management Co | $233.4M | $10.3M |
| Wells Fargo & Company | $228.9M | $206K |
| Raymond James Financial Inc. | $221.0M | $6.9M |
| Envestnet Asset Management Inc. | $220.5M | $2.3M |
| Bank of America Corp. | $170.2M | $36.6M |
| Vantagepoint Investment Advisers LLC | $150.0M | $55.0M |
| Ameriprise Financial Inc. | $172.7M | $30.6M |
| Osaic Holdings, Inc. | $151.9M | $21.3M |
| Cambridge Investment Research Advisors, Inc. | $148.3M | $3.8M |
| Jones Financial Companies LLLP | $139.6M | $1.7M |
| UBS Group AG | $58.1M | $56.9M |
| Royal Bank of Canada | $86.3M | $6.5M |
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, FNDA institutional holders.
Frequently asked questions
How much do XMMO and FNDA overlap?
8.8% by weight, with 47 holdings in common, using holdings for XMMO as of July 31, 2026 and FNDA as of May 31, 2026. The largest shared position is MKSI.
Do institutions hold both XMMO and FNDA?
158 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%.