XMVM vs FSCC overlap

XMVM and FSCC overlap 4.8% by weight, across 9 shared holdings.

XMVMFSCC

Pick 2 to 4 ETFs.

4.8%

overlap by weight, across 9 shared holdings

XMVM10.2% of the fund is in shared holdings, of 79

FSCC4.8% of the fund is in shared holdings, of 308

These funds report on different dates (XMVM: July 31, 2026, FSCC: 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	XMVM	FSCC	Overlap
CNO Financial GRCNO	1.12%	0.92%	0.92%
Fluor Corp.FLR	1.28%	0.80%	0.80%
CNX Resources CoCNX	1.67%	0.71%	0.71%
Commercial MetalCMC	0.91%	0.63%	0.63%
Portland GeneralPOR	0.90%	0.57%	0.57%
Texas Capital BATCBI	1.02%	0.44%	0.44%
One Gas Inc.OGS	0.98%	0.31%	0.31%
UMB FinancialUMBF	1.21%	0.28%	0.28%
Hancock WhitneyHWC	1.13%	0.18%	0.18%

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: XMVM, SEC Form N-PORT, July 31, 2026; FSCC, SEC Form N-PORT, May 31, 2026.

institutions report holding both, of 130 holding any

XMVM19.0% of its 13F dollars, 11.8% of its 102 holders

FSCC32.7% of its 13F dollars, 30.0% of its 40 holders

Largest institutions holding both

Firm	XMVM	FSCC
LPL Financial LLC	$44.3M	$44.6M
Envestnet Asset Management Inc.	$1.7M	$40.8M
MML Investors Services, LLC	$1.4M	$10.9M
Cambridge Investment Research Advisors, Inc.	$5.1M	$1.2M
Private Advisor Group, LLC	$226K	$5.5M
Commonwealth Equity Services, LLC	$2.0M	$1.7M
Wells Fargo & Company	$3.2M	$11K
Sanctuary Advisors, LLC	$1.7M	$505K
Stifel Financial Corp.	$295K	$738K
Steward Partners Investment Advisory, LLC	$95K	$711K
Jane Street Group, LLC	$236K	$459K
JPMorgan Chase & Co	$62K	$40K

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: XMVM institutional holders, FSCC institutional holders.

Frequently asked questions

How much do XMVM and FSCC overlap?

4.8% by weight, with 9 holdings in common, using holdings for XMVM as of July 31, 2026 and FSCC as of May 31, 2026. The largest shared position is CNO.

Do institutions hold both XMVM and FSCC?

12 Form 13F filers report positions in both, out of 130 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%.