XMMO vs IJJ overlap
XMMO and IJJ overlap 11.2% by weight, across 32 shared holdings.
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Top shared holdings
| Holding | XMMO | IJJ | Overlap |
|---|---|---|---|
| Wesco IntlWCC | 1.55% | 0.97% | 0.97% |
| Annaly Capital MNLY | 1.45% | 0.94% | 0.94% |
| Alcoa Corp.AA | 0.96% | 0.79% | 0.79% |
| Borgwarner Inc.BWA | 1.40% | 0.78% | 0.78% |
| HF Sinclair Corp.DINO | 1.31% | 0.61% | 0.61% |
| MKS Inc.MKSI | 2.17% | 0.50% | 0.50% |
| WP Carey Inc.WPC | 1.75% | 0.43% | 0.43% |
| UGI Corp.UGI | 0.86% | 0.42% | 0.42% |
| Commercial MetalCMC | 0.79% | 0.40% | 0.40% |
| Roivant SciencesROIV | 2.47% | 0.38% | 0.38% |
| Omega HealthcareOHI | 1.35% | 0.37% | 0.37% |
| Nextpower Inc.-aNXT | 1.81% | 0.36% | 0.36% |
| Portland GeneralPOR | 0.54% | 0.34% | 0.34% |
| Black Hills Corp.BKH | 0.55% | 0.32% | 0.32% |
| Amkor Tech Inc.AMKR | 0.59% | 0.29% | 0.29% |
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; IJJ, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | XMMO | IJJ |
|---|---|---|
| Morgan Stanley | $402.9M | $589.6M |
| LPL Financial LLC | $696.8M | $113.5M |
| Wells Fargo & Company | $228.9M | $519.6M |
| FMR LLC | $3.2M | $603.9M |
| Envestnet Asset Management Inc. | $220.5M | $330.5M |
| Bank of America Corp. | $170.2M | $352.1M |
| Raymond James Financial Inc. | $221.0M | $128.2M |
| UBS Group AG | $58.1M | $286.3M |
| Northwestern Mutual Wealth Management Co | $233.4M | $93.9M |
| Cetera Investment Advisers | $257.0M | $15.6M |
| Ameriprise Financial Inc. | $172.7M | $89.6M |
| PNC Financial Services Group, Inc. | $376K | $205.5M |
| Jones Financial Companies LLLP | $139.6M | $61.3M |
| Cambridge Investment Research Advisors, Inc. | $148.3M | $23.4M |
| Osaic Holdings, Inc. | $151.9M | $18.4M |
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, IJJ institutional holders.
Frequently asked questions
How much do XMMO and IJJ overlap?
11.2% by weight, with 32 holdings in common, using holdings for XMMO as of July 31, 2026 and IJJ as of June 30, 2026. The largest shared position is WCC.
Do institutions hold both XMMO and IJJ?
234 Form 13F filers report positions in both, out of 1,124 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%.